LACEWING FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LACEWING FOUNDATION (EIN 20-1891949)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349102038
- Schema version
- 2017v2.2
- 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
- Gain Loss Sale Other Assets Sch
- 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 | 2018-11-14T11:38:52-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWDERMILL FINANCIAL SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5803 KENNETT PIKE SUITE A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | 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 | 201891949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LACEWING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LACE | BusinessNameControlTxt |
| Phone | 3026587796 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5803 KENNETT PIKE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY WILLIAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3026587796 | PhoneNum |
| Signature | 2018-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN PETRUCCI | PreparerPersonNm |
| PTIN | P01059256 | PTIN |
| Phone | 3026587796 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.168.95.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 11:38:39 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 048A4C17A60BF6904873875016EA3BDE1A575C71 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 550DE99E25C717241919514D91418227A62A20DC | 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 | $559,763 | 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 | $153,524 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,932 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,932 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,296 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $206,018 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,091 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $171,752 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,023 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,656 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,656 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $783 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,939 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,078 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,078 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $116,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,078 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $55,735 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,367 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,173 | CashBOYAmt |
| Cash EOY | $50,490 | CashEOYAmt |
| Cash EOYFMV | $50,490 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,564 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,190 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,190 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $413,706 | CorporateStockBOYAmt |
| Corporate Stock EOY | $431,279 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $490,083 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $445,443 | TotalAssetsBOYAmt |
| Total Assets EOY | $500,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $559,763 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $445,443 | CapitalStockBOYAmt |
| Capital Stock EOY | $500,959 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $445,443 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $500,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $445,443 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $500,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $445,443 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $55,735 | ExcessRevenueOverExpensesAmt |
| Subtotal | $501,178 | SubtotalAmt |
| Other Decreases | $219 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $500,959 | 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 | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | 2016-01-01 | 2017-05-05 | $98,240 | $0 | $229 | $98,011 | $0 | $0 | $0 | $98,011 |
| PUBLICLY TRADED SECURITIES | P | 2016-01-01 | 2017-12-31 | $107,778 | $0 | $99,698 | $8,080 | $0 | $0 | $0 | $8,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,091 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,854 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $488,572 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.239175 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $108,870 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $560,254 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.194323 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $656,141 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.127282 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $88,651 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $663,105 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.133691 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,287 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $626,297 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.081889 | DistributionYr5Rt |
| Total Distribution | 0.776360 | TotalDistributionRt |
| Average Distribution | 0.155272 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $546,726 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $84,891 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,164 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $86,055 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $112,078 | 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 | $1,164 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,164 | SubtotalAmt |
| Tax Based On Investment Income | $1,164 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $636 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $636 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $636 | OriginalReturnTaxPaidAmt |
| Tax Due | $528 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWDERMILL FINANCIAL SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026587796 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5803 KENNETT PIKE SUITE A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY J WILLIAMS | ||||||||
| 5803 KENNETT PIKE SUITE A | WILMINGTON | DE | 19807 | DIR, PRES | 1.00 | $0 | $0 | $0 |
| DEIDRA WAGER | ||||||||
| 361 HIGHLAND DRIVE | SEATTLE | WA | 98109 | DIR, TREAS | 1.00 | $0 | $0 | $0 |
| WANDA HERNDON | ||||||||
| 5803 KENNETT PIKE SUITE A | WILMINGTON | DE | 19807 | DIR, SEC | 1.00 | $0 | $0 | $0 |
| ANGELA MCMANUS | ||||||||
| 45 GREARY AVE | FAIRFAX | CA | 94930 | DIR | 1.00 | $0 | $0 | $0 |
| NORMA OLIASON | ||||||||
| 514 SECOND AVE | W SEATTLE | WA | 98119 | DIR | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $494,434 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,618 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $555,052 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $555,052 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,326 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $546,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,336 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,336 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,164 | TotalTaxAmt |
| Distributable Before Adj | $26,172 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,172 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,172 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,078 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $112,078 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,164 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $110,914 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,172 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $20,398 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,194 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,678 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,117 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $92,873 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $302,260 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,078 | QualifyingDistributionsAmt |
| Applied To Current Year | $26,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,906 | RemainingDistriFromCorpusAmt |
| Total Corpus | $388,166 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,398 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $367,768 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,194 | ExcessFromYear4Amt |
| Excess From Year3 | $51,678 | ExcessFromYear3Amt |
| Excess From Year2 | $81,117 | ExcessFromYear2Amt |
| Excess From Year1 | $92,873 | ExcessFromYear1Amt |
| Excess From Current Year | $85,906 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY J WILLIAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MUJERES EN CAMBIO DE SAN MIGUEL DE ALLENDE | ||||||
| 220 N ZAPATA HWY646B | LAREDO | TX | 78043 | 501(c)(3) | SCHOLARSHIP PROGRAM | $14,078 |
| SEEDS FOR PROGRESS FOUNDATION | ||||||
| 2333 PONCE DE LEON BLVD SUITE 600 | MIAMI | FL | 33134 | 501(c)(3) | STUDENT SCHOLARSHIPS | $18,000 |
| ATLANTIC STREET CENTER | ||||||
| 2103 S ATLANTIC CENTER | SEATTLE | WA | 98144 | 501(C)3 | CHILD EDUCATION/ASSISTANCE | $20,000 |
| CORAZON HEALDSBURG | ||||||
| PO BOX 1004 | HEALDSBURG | CA | 95448 | 501(C)(3) | ASSISTANCE | $10,000 |
| NURTURING MINDS | ||||||
| PO BOX 600617 | NEWTONVILLE | MA | 02460 | 501(C)(3) | EDUCATION | $10,000 |
| SUSTAINABLE SCHOOLS INTERNATIONAL | ||||||
| 236 WALNUT ST | FORT COLLINS | CO | 80524 | 501(C)(3) | EDUCATION | $10,000 |
| YOUTHCARE | ||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | 501(C)(3) | EDUCATION | $10,000 |
| GLOBAL FUND FOR WOMEN | ||||||
| 800 MARKET ST 7TH FL | SAN FRANCISCO | CA | 94102 | 501(C)(3) | EDUCATION | $10,000 |
| FISTULA FOUNDATION | ||||||
| 1922 THE ALAMEDASTE 302 | SAN JOSE | CA | 95126 | 501(C)(3) | EDUCATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,078 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,932 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,296 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,228 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,228 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MARY J WILLIAMS | |||||||
| 1 | 5803 KENNETT PIKE SUITE A | WILMINGTON | DE | 19807 | $25,000 | Yes (X) | |
| WANDA J HERNDON | |||||||
| 2 | 5803 KENNETT PIKE SUITE A | WILMINGTON | DE | 19807 | $5,000 | Yes (X) | |
| ANGELA MCMANUS | |||||||
| 3 | 45 GEARY AVE | FAIRFAX | CA | 94930 | $7,500 | Yes (X) | |
| CORNERSTONE ADVISORS INC | |||||||
| 4 | 225-108TH AVE NE STE 400 | BELLEVUE | WA | 98004 | $15,000 | Yes (X) | |
| DEIDRA WAGER | |||||||
| 5 | 361 HIGHLAND DRIVE | SEATTLE | WA | 98109 | $101,024 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 5 | ContributorNum |
| Noncash Property | 1,631 SHARES OF STARBUCKS CORP | NoncashPropertyDesc |
| Fair Market Value | $101,024 | FairMarketValueAmt |
| Received | 2017-04-27 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | ||||
| PUBLICLY TRADED SECURITIES | Purchased | $107,778 | $99,698 | $8,080 |
| PUBLICLY TRADED SECURITIES | ||||
| PUBLICLY TRADED SECURITIES | Donated | $98,240 | $101,024 | -$2,784 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLEARBRIDGE VALUE TRUST | $91,488 | $110,898 |
| DELAWARE SMALL CAP VALUE INSTL | $25,651 | $26,642 |
| GOLDMAN SACHS SATELLITE STRATEGY | $38,729 | $39,928 |
| OPPENHEIMER INTL DIVERSIFIED FD | $70,775 | $105,524 |
| OPPENHEIMER STEELPATH MLP INCOME FUND | $40,083 | $40,667 |
| PUTNAM DIVERSIFIED INCOME FD | $57,308 | $53,166 |
| VIRTUS MULTI-SECTOR SHORT TERM BOND FD | $35,292 | $33,985 |
| VIRTUS SENIOR FLOATING RATE | $52,600 | $50,243 |
| VIRTUS SMALL-CAP CORE FUND CLASS I | $19,353 | $29,030 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Amt | $219 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGE | $400 |
| ADMINISTRATION EXPENSE | $358 |
| DELAWARE FRANCHISE TAX | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARLEY MILL MANAGEMENT | CategoryTxt |
| Amt | $2,656 | Amt |
| Net Investment Income | $2,656 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $500 | Amt |