MOONE FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MOONE FAMILY FOUNDATION (EIN 94-3337859)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201811359349102691
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T13:18:38-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNER & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26016 DETROIT RD SUITE 3 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943337859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOONE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WELLSPRING FINANCIAL ADVISOR | InCareOfNm |
| Business Name Control | MOON | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78663 PEERLESS PLACE | AddressLine1Txt |
| City | LA QUINTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E MICHAEL MOONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2163670676 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Conner | PreparerPersonNm |
| PTIN | P01355454 | PTIN |
| Phone | 4406170390 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $506,462 | 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 | $8,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,885 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,835 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,885 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,242 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,242 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,463 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,463 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $458 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $111 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,956 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,170 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,170 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $42,126 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,668 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,629 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,563 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,563 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $1,685 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $8,519 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $8,519 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $378,537 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $378,887 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $492,380 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $385,851 | TotalAssetsBOYAmt |
| Total Assets EOY | $392,969 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $506,462 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $385,851 | RetainedEarningBOYAmt |
| Retained Earning EOY | $392,969 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $385,851 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $392,969 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $385,851 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $392,969 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $385,851 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $392,969 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $392,969 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| 19 SHS SPDR S&P MIDCAP 400 | P | 2016-07-05 | $5,035 | $1,663 | $3,372 | $3,372 | |
| 115 SHS SPDR SER TR S&P DIVID | P | 2017-02-14 | $9,997 | $6,020 | $3,977 | $3,977 | 2011-01-24 |
| 1858.896 SHS TEMPLETON GLOBAL BOND | P | 2017-02-02 | $22,258 | $24,427 | -$2,169 | -$2,169 | 2011-01-25 |
| 101 SHS SPDR S&P MIDCAP 400 | P | $32,117 | $8,840 | $23,277 | $23,277 | 2001-03-15 | |
| CAPITAL GAIN DIVIDENDS | P | $2,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,885 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,650 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $470,080 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056692 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,070 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $493,124 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.012309 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $88,024 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $546,063 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.161198 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,340 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $504,356 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00464 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $462,589 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.019996 | DistributionYr5Rt |
| Total Distribution | 0.254835 | TotalDistributionRt |
| Average Distribution | 0.050967 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $486,597 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $24,800 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $347 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $25,147 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $35,170 | 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 | $347 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $347 | SubtotalAmt |
| Tax Based On Investment Income | $347 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $653 | OverpaymentAmt |
| Applied To ES Tax | $653 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSPRING FINANCIAL ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2163670680 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DRIVE SUITE 205 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E MICHAEL MOONE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 78663 PEERLESS PLACE | AddressLine1Txt |
| City | LA QUINTA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $486,596 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,411 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $494,007 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $494,007 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,410 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $486,597 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,330 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,330 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $347 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $347 | TotalTaxAmt |
| Distributable Before Adj | $23,983 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,983 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,983 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,170 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $35,170 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $347 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,823 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,983 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,321 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $23,983 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,187 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,508 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,508 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,321 | ExcessFromYear1Amt |
| Excess From Current Year | $11,187 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E MICHAEL MOONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| R4 ALLIANCE | ||||||||
| PO BOX 836 | VIENNA | VA | 22183 | NONE | PC | CHARITABLE | $5,000 | |
| WOUNDED WARRIOR HOMES INC | ||||||||
| 827 PLUMOSA AVE | VISTA | CA | 92081 | NONE | PC | CHARITABLE | $360 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $355 | |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | NONE | PC | CHARITABLE | $1,000 | |
| QUEEN OF THE VALLEY FOUNDATION | ||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | NONE | PC | CHARITABLE | $5,300 | |
| CHILDREN'S TLC | ||||||||
| REHABILITATION INSTITUTE OF KANSAS | KANSAS CITY | MO | 64111 | NONE | PC | CHARITABLE | $250 | 3101 MAIN STREET |
| KANSAS CITY PET PROJECT | ||||||||
| 4400 RAYTOWN ROAD | KANSAS CITY | MO | 64129 | NONE | PC | CHARITABLE | $750 | |
| GREAT PLAINS SPCA | ||||||||
| 5428 ANTIOCH DRIVE | MERRIAM | KS | 66202 | NONE | PC | CHARITABLE | $750 | |
| THE ED MARRA PASSION TO WIN FUND | ||||||||
| FIDELITY CHARITABLE GIFT FUND | CINCINNATI | OH | 452770053 | NONE | PC | CHARITABLE | $500 | PO BOX 770001 |
| ST HELENA BOY SCOUT TROOP 1 | ||||||||
| 1325 W WALNUT HILL | IRVING | TX | 75038 | NONE | PC | CHARITABLE | $1,000 | |
| CAMP TWIN LAKES | ||||||||
| 1100 SPRING STREET | ATLANTA | GA | 30309 | NONE | PC | CHARITABLE | $1,000 | SUITE 260 |
| JAPANESE CULTURAL AND COMMUNITY CENTER OF NORTH CA | ||||||||
| 1840 SUTTER STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | CHARITABLE | $500 | |
| NAPA WILDLIFE RESCUE | ||||||||
| PO BOX 2571 | NAPA | CA | 94558 | NONE | PC | CHARITABLE | $5,000 | |
| WARRIOR RISING | ||||||||
| 7731 S BARCLAY DR | MIDVALE | UT | 84047 | NONE | PC | CHARITABLE | $10,000 | |
| GREATER HORIZONS | ||||||||
| 1055 BROADWAY BLVD | KANSAS | MO | 64105 | NONE | PC | CHARITABLE | $250 | SUITE 130 |
| THE PEMBROKE HILL SCHOOL | ||||||||
| 400 WEST 51ST STREET | KANSAS CITY | MO | 64112 | NONE | PC | CHARITABLE | $1,500 | |
| RONALD MCDONALD HOUSE CHARITIES OF KANSAS CITY INC | ||||||||
| 2502 CHERRY STREET | KANSAS CITY | MO | 64108 | NONE | PC | CHARITABLE | $500 | |
| THE HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PC | CHARITABLE | $100 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 N HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | CHARITABLE | $50 | |
| CALIFORNIA FRATERNAL ORDER OF POLICE FOUNDATION | ||||||||
| 18441 EUCALYPTUS AVE | LAKE ELSINORE | CA | 92532 | NONE | PC | CHARITABLE | $55 | |
| VINE VILLAGE | ||||||||
| 4059 OLD SONOMA ROAD | NAPA | CA | 94559 | NONE | PC | CHARITABLE | $950 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,170 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,357 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,885 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $41,242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,242 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MOONE FAMILY TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CANYON COURT | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LOOMIS SAYLES | $29,493 | $35,168 |
| PIMCO TOTAL RETURN | $26,836 | $26,091 |
| ISHARES SELECT DIVIDEND ETF | $14,974 | $15,307 |
| TWEEDY BROWN GLOBAL | $33,454 | $44,273 |
| VANGUARD 500 INDEX FD INVESTOR | $23,126 | $47,527 |
| VANGUARD SMALL CAP STOCK INDEX | $8,424 | $29,036 |
| DODGE & COX | $22,547 | $27,028 |
| TEMPLETON GLOBAL BOND ADVISOR | ||
| FPA CRESCENT INSTL (FPACX) | $20,823 | $27,219 |
| S&P MID CAP | $4,989 | $18,104 |
| SPDR SER TR S&P DIVID ETF (SDY | $19,002 | $32,267 |
| VANGUARD WHITEHALL FDS HIGH DI | $22,017 | $24,464 |
| VANGUARD SCOTTSDALE FDS VANGUA | $29,050 | $34,297 |
| VANGUARD INDEX FDS VANGUARD GR | $34,026 | $40,272 |
| DOUBLELINE TOTAL RETURN BOND | $29,030 | $28,441 |
| PIMCO FOREIGN BOND FUND USD HE | $14,530 | $14,984 |
| PIMCO INCOME FUND INSTIT FUND | $19,530 | $20,289 |
| VANGUARD STAR FD VANGUARD TOTA | $10,036 | $10,810 |
| MATTHEWS ASIAN GROWTH & INC FU | $17,000 | $16,803 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CA SECRETARY OF STATE | $10 |
| CHARITABLE REGISTRATION | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLSPRING FINANCIAL ADVISORS | $6,250 | $6,250 |
| RABO BANK FEES | $105 | $105 |
| FIDELITY FEES | $53 | $53 |
| GRANT PROCESSING FEE | $55 | $55 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | MICHAEL MOONE PRESIDENT | BorrowerPersonNm |
| Loan Original | $1,783 | LoanOriginalAmt |
| Balance Due | $8,519 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PD | $111 | $111 |
| EXCISE TAX | $347 |
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