THE NATION FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE NATION FOUNDATION (EIN 75-2942544)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349103876
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T14:21:49-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752794910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Viviano & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15660 Dallas Pkwy Ste 1450 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75248 | 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 | 752942544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NATION FOUNDATION formely known as | BusinessNameLine1Txt |
| Business Name Line2 | JAMES AND SALLY NATION FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATI | BusinessNameControlTxt |
| Phone | 2143885751 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 180849 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES H NATION | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN L NELMS CPA | PreparerPersonNm |
| PTIN | P00984356 | PTIN |
| Phone | 2149458467 | PhoneNum |
| 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 | $21,114,617 | 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 | $1,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $549,067 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $549,067 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $549,067 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,465 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,465 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $32,465 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $582,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $581,532 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $581,532 | TotalAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $129,520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129,520 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $129,520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $129,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $138,383 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $138,383 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $129,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $138,383 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $314,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $452,012 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $581,532 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,469 | CashBOYAmt |
| Cash EOY | $62,585 | CashEOYAmt |
| Cash EOYFMV | $62,585 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,947,740 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,207,818 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,052,032 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,987,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,270,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,114,617 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $18,987,209 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,270,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,987,209 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,270,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,987,209 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,270,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,987,209 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $314,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,551 | OtherIncreasesAmt |
| Subtotal | $19,334,389 | SubtotalAmt |
| Other Decreases | $63,986 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,270,403 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1 VANGUARD BROKERGE RECAP | P | 2016-01-01 | 2016-12-31 | $19,910 | $19,910 | $19,910 |
| 1 SCHWAB-0131 | P | 2016-01-01 | 2016-12-31 | $12,555 | $12,555 | $12,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,465 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $32,465 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $37,560 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,380,741 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00204 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $783,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,925,301 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,652,624 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,221,156 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.13523 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $138,504 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,986,541 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01541 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $190,805 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,680,321 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02856 | DistributionYr5Rt |
| Total Distribution | 0.227506 | TotalDistributionRt |
| Average Distribution | 0.045501 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,339,487 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $925,467 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,520 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $929,987 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $138,383 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,040 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,040 | SubtotalAmt |
| Tax Based On Investment Income | $9,040 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $271 | EsPenaltyAmt |
| Tax Due | $9,311 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES NATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2143885751 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8273 MOBERLY LN | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75227 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES NATION | ||||||
| PO BOX 180849 | DALLAS | TX | 75218 | Director | 5.00 | $0 |
| SALLY NATION | ||||||
| PO BOX 180849 | DALLAS | TX | 75218 | Director | 10.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,087,063 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,027 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $511,135 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,649,225 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,649,225 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $309,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,339,487 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,016,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,016,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,040 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,040 | TotalTaxAmt |
| Distributable Before Adj | $1,007,934 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,007,934 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,007,934 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $138,383 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $138,383 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $138,383 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,007,934 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $606,796 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,426,109 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,032,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $138,383 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $138,383 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $869,551 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $869,551 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,163,354 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,163,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,163,354 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE NATION FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 180849 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2143885751 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS IN WRITING AND REASON FOR REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS OR LIMITATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AUSTIN COLLEGE | |||||||
| 900 GRAND AVE | SHERMAN | TX | 75090 | N/A | PC | EDUCATION | $35,000 |
| TX AM UNIVERSITY | |||||||
| 400 BIZZELL ST | COLLEGE STATION | TX | 77843 | N/A | PC | EDUCATION | $36,102 |
| DALLAS SYMPHONY | |||||||
| 2301 FLORA ST | DALLAS | TX | 75201 | N/A | PC | CIVIC | $8,556 |
| HEALING HANDS | |||||||
| 8515 GREENVILLE AVE | DALLAS | TX | 75243 | N/A | PC | CIVIC | $5,000 |
| DALLAS BAPTIST UNIVERSITY | |||||||
| 3000 MOUNTAIN CREEK PKWY | DALLAS | TX | 75211 | N/A | PC | EDUCATION | $28,725 |
| ST JOHNS MISSIONARY BAPTIST CH | |||||||
| 2600 MARSALIS AVE | DALLAS | TX | 75216 | N/A | PC | CIVIC | $2,000 |
| WHITE ROCK CENTER OF HOPE | |||||||
| 10021 GARLAND RD A | DALLAS | TX | 75218 | N/A | PC | CIVIC | $10,000 |
| DENSION FORUM ON TRUTH | |||||||
| 17304 PRESTON RD 1060 | DALLAS | TX | 75252 | N/A | PC | CIVIC | $2,500 |
| UNIVERSITY OF NORTH TEXAS | |||||||
| 1901 MAIN ST | DALLAS | TX | 75201 | N/A | PC | EDUCATION | $7,000 |
| UNIVERSITY OF ARKANSAS | |||||||
| CAMPUS DRIVE | FAYETTEVILLE | AR | 72701 | N/A | PC | EDUCATION | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $138,383 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $549,067 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $32,465 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $581,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $581,532 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2016 EXCISE TAX PAID | Desc |
| Amt | $63,986 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEES-INST SCHWAB | $124,767 | $124,767 |
| FEES-MISC | $1,063 | $1,063 |
| FOREIGN TAXES - SCHWAB | $3,690 | $3,690 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DIST-INVESTMENT | Desc |
| Amt | $32,551 | Amt |
Comments