ROBERT K& JOYCE R COPE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT K& JOYCE R COPE FOUNDATION (EIN 39-1719598)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2018-06-01
- IRS object ID
- 201801529349100615
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-01T16:51:38-05:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISNIEWSKI LAW OFFICE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 EAST STATE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391719598 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT K& JOYCE R COPE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WISNIEWSKI LAW OFFICE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4142769976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 EAST STATE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEITH E LEMERE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4142769976 | PhoneNum |
| Signature | 2018-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACK G WISNIEWSKI | PreparerPersonNm |
| PTIN | P00285620 | PTIN |
| Phone | 4142769976 | PhoneNum |
| Preparation | 2018-06-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $885 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $885 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,676 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,104 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,104 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $21,665 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,665 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,148 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $574 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $574 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,430 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $715 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $715 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,620 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,620 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $325 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $659 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $659 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $68 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,802 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $607,702 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $607,702 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $629,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,802 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $619,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$608,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,863 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,482 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $362,513 | CorporateStockBOYAmt |
| Other Investments BOY | $154,314 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $547,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $547,309 | UnrestrictedBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $547,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $547,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $547,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$608,287 | ExcessRevenueOverExpensesAmt |
| Other Increases | $60,978 | OtherIncreasesAmt |
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 |
|---|---|---|---|---|---|---|---|
| CELGENE CORP | P | 2015-03-03 | 2017-06-14 | $36,106 | $28,155 | $7,951 | $7,951 |
| ING GROEP NV | P | 2015-03-03 | 2017-06-07 | $16,577 | $12,424 | $4,153 | $4,153 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,104 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,882 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $572,433 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060936 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,620 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $569,811 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053737 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,154 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $634,889 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042770 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,223 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $619,959 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050363 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,528 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $601,686 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054061 | DistributionYr5Rt |
| Total Distribution | 0.261867 | TotalDistributionRt |
| Average Distribution | 0.052373 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $194,750 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,200 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $109 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,309 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $619,150 | 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 | $109 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $109 | SubtotalAmt |
| Tax Based On Investment Income | $109 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $109 | TaxDueAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WISNIEWSKI LAW OFFICE | IndividualWithBooksNm |
| Phone | 4142769976 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 EAST STATE STREET | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS R LEMERE | ||||||||
| 812 E STATE STREET | MILWAUKEE | WI | 53202 | TRUSTEE | 0.25 | $1,000 | $0 | $0 |
| FRANCHION K LEMERE | ||||||||
| 812 E STATE STREET | MILWAUKEE | WI | 53202 | TRUSTEE | 0.25 | $1,000 | $0 | $0 |
| KEITH E LEMERE | ||||||||
| 812 E STATE STREET | MILWAUKEE | WI | 53202 | TRUSTEE | 3.00 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $192,435 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $197,716 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $197,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $194,750 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,738 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,738 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $109 | TotalTaxAmt |
| Distributable Before Adj | $9,629 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,629 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,629 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $619,150 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $619,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $109 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $619,041 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,629 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,245 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,067 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $619,150 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,629 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $609,521 | RemainingDistriFromCorpusAmt |
| Total Corpus | $617,588 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $617,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,245 | ExcessFromYear2Amt |
| Excess From Year1 | $6,822 | ExcessFromYear1Amt |
| Excess From Current Year | $609,521 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KEITH E LEMERE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O WISNIEWSKI LAW OFFICE | AddressLine1Txt |
| Address Line2 | 812 EAST STATE STREET | AddressLine2Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4142769976 | RecipientPhoneNum |
| Recipient Email Address | JACK@JGWLAW.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO FORMAL REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 1ST DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| R&J COPE FOUNDATION INC | ||||||
| 812 EAST STATE STREET | MILWAUKEE | WI | 53202 | SEE STMT 9 | IRC 507(B)(2) TRANSFER | $2,200 |
| R&J COPE FOUNDATION INC | ||||||
| 812 EAST STATE STREET | MILWAUKEE | WI | 53202 | SEE STMT 9 | IRC 507(B)(2) TRANSFER | $3,607 |
| R&J COPE FOUNDATION INC | ||||||
| 812 EAST STATE STREET | MILWAUKEE | WI | 53202 | SEE STMT 9 | IRC 507(B)(2) TRANSFER | $211,565 |
| R&J COPE FOUNDATION INC | ||||||
| 812 EAST STATE STREET | MILWAUKEE | WI | 53202 | SEE STMT 9 | IRC 507(B)(2) TRANSFER | $390,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $607,702 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $885 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,676 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,104 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,665 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,665 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm |
|---|
| AMPL |
| DWX |
| SDY |
| JMGRX |
| DIA |
| SVAIX |
| CELG |
| C |
| ING |
| RDSB |
| GSK |
| BCE |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| FIXED INCOME |
| JNK |
| PTY |
| ALLPRF |
| 36242D7X5 |
| DSL |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ALL FOUNDATION ASSETS HAVE BEEN TRANSFERRED TO A NEW TAX-EXEMPT ENTITY, "R&J COPE FOUNDATION, INC" FEDERAL IDENTIFICATION NUMBER 82-1039876. THE TRANSACTION WAS EXPLAINED IN THE NEW ENTITY'S APPLICATION FOR TAX EXEMPT STATUS. THE IRS APPROVED THE APPLICATION GRANTING TAX EXEMPT STAUS TO THE NEW ENTITY WITH A DETERMINATION LETTER DATED 8/29/2017. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,430 | LegalFeesAmt |
| Net Investment Income | $715 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $715 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $68 | $68 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN IN IRC 507(B)(2) TRANSFER | Desc |
| Amt | $60,978 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,620 | Amt |
| Net Investment Income | $1,620 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF EXCISE TAX | $281 | $281 |
| FOREIGN TAX | $44 | $44 |