JOHN AND HANNA HINDMARSH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HANNA HINDMARSH FOUNDATION (EIN 72-1383033)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201801349349100210
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T15:35:36-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561612071 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG BARRY & POSTON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 446 | AddressLine1Txt |
| City | Shelby | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28151 | 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 | 721383033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & HANNAH HINDMARSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1524 | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85378 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER T HINDMARSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7044732752 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SALLIE M CRAIG CPA | PreparerPersonNm |
| PTIN | P00649536 | PTIN |
| Phone | 7044875111 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.57.98.182 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-14 | IPDt |
| IP Tm | 08:29:47 | IPTm |
| Federal Original Submission Id | 5671642018134hyw5lqs | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F7C171D6238E046956A134F44F7AC9143A79C67A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F7C171D6238E046956A134F44F7AC9143A79C67A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $691,232 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $13,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,272 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $13,272 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,946 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $204,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,946 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,569 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $87,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,220 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $15,843 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $640 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $116 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $8,128 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,128 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $1,476 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $1,040 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,040 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,040 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $483 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $5,732 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,732 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $746 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,277 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,554 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,632 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,009 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,046 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,554 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,632 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,009 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $40,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,666 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,211 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,837 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,569 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,569 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $395,331 | CorporateStockBOYAmt |
| Corporate Stock EOY | $436,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $685,663 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,044 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,561 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $966 | LandBOYAmt |
| Land EOY | $483 | LandEOYAmt |
| Total Assets BOY | $402,134 | TotalAssetsBOYAmt |
| Total Assets EOY | $442,308 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $691,232 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $402,134 | RetainedEarningBOYAmt |
| Retained Earning EOY | $442,308 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $402,134 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $442,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $402,134 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $442,308 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $402,134 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $40,174 | ExcessRevenueOverExpensesAmt |
| Subtotal | $442,308 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $442,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE DETAILS OF STOCK ATTACHED | P | $25,941 | $23,370 | $2,571 | $2,571 |
| SEE DETAILS OF STOCK ATTACHED | P | $178,451 | $107,074 | $71,377 | $71,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,946 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,569 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $570,650 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047314 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $36,799 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $648,985 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056702 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $681,927 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035194 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $30,720 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $582,293 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052757 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $35,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $617,573 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058131 | DistributionYr5Rt |
| Total Distribution | 0.250099 | TotalDistributionRt |
| Average Distribution | 0.05002 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $647,237 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,375 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $33,142 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,009 | 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 | $767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $767 | 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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | 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 |
| Individual With Books | ROGER HINDMARSH | IndividualWithBooksNm |
| Phone | 7044732752 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1524 | AddressLine1Txt |
| City | SURPRISE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85378 | 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 | Yes (true) | 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ROGER HINDMARSH | ||||||||
| PO BOX 1524 | SURPRISE | AZ | 85378 | PRESIDENT AND TREASURER | 6.00 | $0 | $0 | $0 |
| SUSAN SCHAUER | ||||||||
| 3618 STATE ROAD | VERMILION | OH | 44089 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY HINDMARSH | ||||||||
| PO BOX 384 | HASTINGS | PA | 16646 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SAMUEL HINDMARSH | ||||||||
| 5155 GLENHAVEN AVE | RIVERSIDE | CA | 92506 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CATHERINE MALIOROWSKI | ||||||||
| 2410 CLEAR RIDGE DR | KINGWOOD | TX | 77339 | ASST TREASURER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $646,426 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,667 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $657,093 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $657,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,856 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $647,237 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,362 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,362 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $767 | TotalTaxAmt |
| Distributable Before Adj | $31,595 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,595 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,595 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,009 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,009 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $767 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $35,242 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,595 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,888 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,165 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,359 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,009 | QualifyingDistributionsAmt |
| Applied To Current Year | $31,595 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,414 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,826 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,888 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,938 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,044 | ExcessFromYear4Amt |
| Excess From Year2 | $2,359 | ExcessFromYear2Amt |
| Excess From Current Year | $4,535 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KINGWOOD POPS ORCHESTRA | |||||||
| PO BOX 6914 | KINGWOOD | TX | 77325 | 5 | PC | ORCHESTRA OPERATIONS | $1,000 |
| REMEMBERING ADAM INC | |||||||
| 110 VALLEY LN | CARROLLTOWN | PA | 15722 | 14 | PC | EDUCATION SUBSTANCE ABSUE | $100 |
| ST BERNARD CATHOLIC CHURCH | |||||||
| 147 7TH AVE STE 2 | HASTINGS | PA | 16646 | 12 | PC | OPERATIONSCOMMUNITY NEED | $1,500 |
| CARMELITE NUNS | |||||||
| 2101 MANOR DR | LORETTO | PA | 15940 | 16 | PC | IMPROVEMENTS | $300 |
| WORLD VISION | |||||||
| 34834 WEYERHAEUSER WAY S | AUBURN | WA | 98001 | 17 | PC | HOUSE CONSTRUCTIONANIMALSSCHOOLS | $1,000 |
| ST HUGH OF GRENABLE CHURCH | |||||||
| 135 CRESCENT RD | GREENBELT | MD | 20770 | 18 | PC | COMMUNITY NEED | $200 |
| VERMILION TOWNSHIP FIREFIGHTERS | |||||||
| 1907 STATE RD | VERMILION | OH | 44089 | 31 | PC | RESCUE GEAR | $2,000 |
| HASTING BOROUGH | |||||||
| PO BOX 559 | HASTINGS | PA | 16646 | 36 | PC | IMPROVEMENTS | $300 |
| HASTINGS PUBLIC LIBRARY | |||||||
| 312 BEAVER ST | HASTINGS | PA | 16646 | 35 | PC | FACILITY IMPROVEMENTS | $1,500 |
| ETERNAL WORLD TELEVISION NETWORK | |||||||
| 5817 OLD LEEDS RD | BIRMINGHAM | AL | 35210 | 30 | PC | EDUCATIONAL PROGRAMMING | $100 |
| BROADMOOR BAPTIST CHURCH | |||||||
| 1531 HIGHLAND COLONY PKWY | MADISON | MS | 39110 | 32 | PC | SCHOLARSHIP FUND | $17,000 |
| ERIE SHORES HUMANE SOCIETY | |||||||
| PO BOX 1041 | ELYRIA | OH | 44036 | 37 | PC | OPERATIONS | $1,000 |
| TRUE NORTH CULTURAL ARTS CENTER | |||||||
| 739-1 MOORE RD | AVON LAKE | OH | 44012 | 38 | PC | EXPANSION PROJECT EXPENSES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,946 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $87,220 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,220 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $640 | Amt |
| Net Investment Income | $640 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $116 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2010-01-01 | $5,811 | $5,811 | SL | 5 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 2011-01-01 | $818 | $818 | SL | 5 | $0 | $0 | $0 |
| OFFICE EQUIPMENT | 2014-01-01 | $2,415 | $1,449 | SL | 5 | $483 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $436,256 | EOYBookValueAmt |
| EOYFMV | $685,663 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $1,492 | $746 | $0 | $746 |
| OFFICE SUPPLIES | $1,331 | $0 | $0 | $1,331 |
| DIRECTOR EXPENSES | $1,200 | $0 | $0 | $1,200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $8,128 | Amt |
| Net Investment Income | $8,128 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,476 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,040 | Amt |
| Net Investment Income | $1,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,040 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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