Dorothy Beiser Cain Charitable Trust: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
Dorothy Beiser Cain Charitable Trust (EIN 43-1990704)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-01
IRS object ID
201811219349101311
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-01T10:53:45-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN454333899PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GKSR PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116250 Knoll Trail Drive Suite 207AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75248ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431990704EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dorothy Beiser Cain Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOROBusinessNameControlTxt
Phone2519288882PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 551AddressLine1Txt
CityFairhopeCityNm
State AbbreviationALStateAbbreviationCd
ZIP36533ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKen CainPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKen GabelmannPreparerPersonNm
PTINP00366159PTIN
Phone9722503399PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$297,399FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,226InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,226InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,301DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,301DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$9,420NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$91,143GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$9,420CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,947TotalRevAndExpnssAmt
Total Net Invst Incm$17,947TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,075AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,075AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,395OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,395OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,395OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$168TaxesRevAndExpnssAmt
Taxes Net Invst Incm$168TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,638TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,563TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,470TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,638TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,563TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,470TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,309ExcessRevenueOverExpensesAmt
Net Investment Income$12,384NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$13,835SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,132SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,132SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$15,735USGovernmentObligationsBOYAmt
US Government Obligations EOY$15,109USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$15,843USGovtObligationsEOYFMVAmt
Corporate Stock BOY$117,048CorporateStockBOYAmt
Corporate Stock EOY$117,322CorporateStockEOYAmt
Corporate Stock EOYFMV$149,868CorporateStockEOYFMVAmt
Corporate Bonds BOY$50,758CorporateBondsBOYAmt
Corporate Bonds EOY$58,595CorporateBondsEOYAmt
Corporate Bonds EOYFMV$60,232CorporateBondsEOYFMVAmt
Other Investments BOY$57,059OtherInvestmentsBOYAmt
Other Investments EOY$63,125OtherInvestmentsEOYAmt
Other Investments EOYFMV$60,807OtherInvestmentsEOYFMVAmt
Other Assets BOY$535OtherAssetsBOYAmt
Other Assets EOY$1,996OtherAssetsEOYAmt
Other Assets EOYFMV$517OtherAssetsEOYFMVAmt
Total Assets BOY$254,970TotalAssetsBOYAmt
Total Assets EOY$266,279TotalAssetsEOYAmt
Total Assets EOYFMV$297,399TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$254,970RetainedEarningBOYAmt
Retained Earning EOY$266,279RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$254,970TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$266,279TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$254,970TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$266,279TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$254,970TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,309ExcessRevenueOverExpensesAmt
Subtotal$266,279SubtotalAmt
Tot Net Ast Or Fund Balances EOY$266,279TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICALLY TRADED SECURITIESP2017-01-012017-12-31$34,499$34,069$430$430
PUBLICALLY TRADED SECURITIESP2017-01-012017-12-31$64$64$64
PUBLICALLY TRADED SECURITIESP2000-01-012017-12-31$51,794$44,129$7,665$7,665
PUBLICALLY TRADED SECURITIESP2000-01-012017-12-31$4,651$3,525$1,126$1,126
PUBLICALLY TRADED SECURITIESP2000-01-012017-12-31$135$135$135
FieldValueIRS element (for citing)
Capital Gain Net Income$9,420CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$494NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$21,273AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$277,858NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.07656DistributionYr1Rt
Adjusted Qlfy Distri Yr2$25,979AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$298,489NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.08704DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,108AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$306,630NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.06558DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,086AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$296,665NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05422DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,921AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$283,543NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.07731DistributionYr5Rt
Total Distribution0.360707TotalDistributionRt
Average Distribution0.072141AverageDistributionRt
Net Vl Noncharitable Assets$281,535NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$20,310AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$124NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$20,434AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,470QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$248InvestmentIncomeExciseTaxAmt
Subtotal$248SubtotalAmt
Tax Based On Investment Income$248TaxBasedOnInvestmentIncomeAmt
Tax Due$248TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Geoffrey CainBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2519288882PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115520 River RoadAddressLine1Txt
CityFairhopeCityNm
State AbbreviationALStateAbbreviationCd
ZIP36532ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKenneth C CainPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line182 Plantation Point 259AddressLine1Txt
CityFairhopeCityNm
State AbbreviationALStateAbbreviationCd
ZIP36532ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$275,356AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,466AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$285,822TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$285,822AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,287CashDeemedCharitableAmt
Net Vl Noncharitable Assets$281,535NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,077MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,077MinimumInvestmentReturnAmt
Tax Based On Investment Income$248TaxBasedOnInvestmentIncomeAmt
Total Tax$248TotalTaxAmt
Distributable Before Adj$13,829DistributableBeforeAdjAmt
Distributable Before Ded$13,829DistributableBeforeDedAmt
Distributable As Adjusted$13,829DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,470ExpensesAndContributionsAmt
Qualifying Distributions$6,470QualifyingDistributionsAmt
Adjusted Qualifying Distri$6,470AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,829DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,890ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,727ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,210ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,447ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$7,614ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,888TotalExcessDistributionCyovAmt
Qualifying Distributions$6,470QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,470AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$7,359ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,359ExcessDistributionCyovAppCYAmt
Total Corpus$26,529TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$531ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,998ExcessDistriCyovToNextYrAmt
Excess From Year4$1,727ExcessFromYear4Amt
Excess From Year3$5,210ExcessFromYear3Amt
Excess From Year2$11,447ExcessFromYear2Amt
Excess From Year1$7,614ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,226ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,301ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,420RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,527ExclusionAmt
Related Or Exempt Function Incm$9,420RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,947TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,075Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,075DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNo filing required for the State of Alabama.ExplanationTxt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Accrued Interest$535$517$517
Dividends Receivable$54
Net Gain Receivable$1,425

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$5,395Amt
Net Investment Income$5,395NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,395DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Taxes PaidCategoryTxt
Amt$168Amt
Net Investment Income$168NetInvestmentIncomeAmt

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