ROLLEY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROLLEY FOUNDATION (EIN 43-1775684)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201711329349101301
- Schema version
- 2016v3.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T07:46:55-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480969601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SS&C SOLUTIONS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5825 SW 29TH ST STE 202 | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 666142478 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431775684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROLLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROLL | BusinessNameControlTxt |
| Phone | 7722311329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 E MAYO BLVD UNIT 3429 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN ROLLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2145285858 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R COLAHAN CPA | PreparerPersonNm |
| PTIN | P00519851 | PTIN |
| Phone | 7852724484 | PhoneNum |
| Preparation | 2017-05-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | A9411794CBB398B303E63B6C91E0EC8E295ACD15 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B128CBC4EF5A6BF0AE7153F5BBA0DEEB529FD4AA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | 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 | $482,001 | 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 |
| Dividends Rev And Expnss | $12,301 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,301 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,295 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $451,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,295 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,596 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,242 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $621 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,135 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $51 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $51 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,807 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,816 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,816 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,807 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,789 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,013 | CashBOYAmt |
| Cash EOY | $3,425 | CashEOYAmt |
| Cash EOYFMV | $3,425 | CashEOYFMVAmt |
| Corporate Stock BOY | $474,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $463,735 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $478,576 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $477,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $467,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $482,001 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $477,338 | RetainedEarningBOYAmt |
| Retained Earning EOY | $467,160 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $477,338 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $467,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $477,338 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $467,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $477,338 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,918 | ExcessRevenueOverExpensesAmt |
| Subtotal | $467,420 | SubtotalAmt |
| Other Decreases | $260 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $467,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UMBTRU & CO | P | $10,882 | $10,306 | $576 | $576 |
| UMBTRU & CO | P | $188,323 | $207,973 | -$19,650 | -$19,650 |
| UMBTRU & CO | P | $251,198 | $227,136 | $24,062 | $24,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,295 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $576 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $22,167 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $511,114 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043370 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,027 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $546,568 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054937 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $552,615 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048678 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $545,950 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047623 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $569,726 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047830 | DistributionYr5Rt |
| Total Distribution | 0.242438 | TotalDistributionRt |
| Average Distribution | 0.048488 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $477,326 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $23,145 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $23,283 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $22,816 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $276 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $276 | SubtotalAmt |
| Tax Based On Investment Income | $276 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $276 | 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 | KS | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ALAN ROLLEY | IndividualWithBooksNm |
| Phone | 5059836044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 E MAYO BLVD UNIT 3429 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALAN ROLLEY | ||||||||
| 455 E MAYO BLVD UNIT 3429 | PHOENIX | AZ | 85050 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| BLAKE ROLLEY | ||||||||
| 4947 E MOUNT PLEASANT DRIVE | FLAGSTAFF | AZ | 86004 | VICE PRES. | 000.00 | $0 | $0 | $0 |
| STEPHANIE ANN ROLLEY | ||||||||
| 101 WATERBRIDGE ROAD | MANHATTAN | KS | 66503 | SECRETARY | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GIVING. CONTRIBUTIONS MADE TO 16 DIFFERENT ORGANIZATIONS DURING 2016. | Description1Txt |
| Expenses1 | $22,816 | Expenses1Amt |
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 | $478,825 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,770 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $484,595 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $484,595 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,269 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $477,326 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $276 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $276 | TotalTaxAmt |
| Distributable Before Adj | $23,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $23,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $23,590 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,816 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $22,816 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $22,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $150 | UndistributedIncomePYAmt |
| Qualifying Distributions | $22,816 | QualifyingDistributionsAmt |
| Applied To Year1 | $150 | AppliedToYear1Amt |
| Applied To Current Year | $22,666 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $924 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| GREATER MANHATTAN COMMUNITY FOUND | |||||
| 555 POYNTZ 269 | MANHATTAN | KS | 66502 | CHARITABLE | $500 |
| BOY SCOUTS OF AMERICA GRAND CANYON | |||||
| 2969 NORTH GREENFIELD ROA | PHOENIX | AZ | 850167715 | CHARITABLE | $1,000 |
| BOY SCOUTS OF AMERICA GREAT SW COUN | |||||
| 5841 OFFICE BLVD NE | ALBUQUERQUE | NM | 871095820 | CHARITABLE | $4,000 |
| CORNERSTONES COMMUNITY PARTNERSHIPS | |||||
| PO BOX 2341 | SANTA FE | NM | 875042341 | CHARITABLE | $500 |
| LANDSCAPE ARCHITECTURE FOUNDATION | |||||
| 1129 20TH STREET NW SUIT | WASHINGTON | DC | 20036 | CHARITABLE | $1,000 |
| LANDSCAPE ARCHITECTURE FOUNDATION | |||||
| 1129 20TH STREET NW SUIT | WASHINGTON | DC | 20036 | CHARITABLE | $1,000 |
| KANSAS MASONIC FOUNDATION | |||||
| 2909 SW MAUPIN LANE | TOPEKA | KS | 66614 | CHARITABLE | $1,000 |
| MUSEUM OF NEW MEXICO FOUNDATION | |||||
| PO BOX 2065 | SANTA FE | NM | 875042065 | CHARITABLE | $2,500 |
| NEW MEXICO GOVERNOR'S MANSION FOUND | |||||
| PO BOX 2121 | SANTA FE | NM | 875042121 | CHARITABLE | $1,000 |
| PHILMONT STAFF ASSOCIATION | |||||
| 17 DEER RUN ROAD | CIMARRON | NM | 87714 | CHARITABLE | $1,666 |
| SAGEWOOD RESIDENTS' FOUNDATION | |||||
| 4555 EAST MAYO BOULEVARD | PHOENIX | AZ | 85050 | CHARITABLE | $2,500 |
| K-STATE FOUNDATION | |||||
| 1800 KIMBALL AVE STE 200 | MANHATTAN | KS | 665023373 | CHARITABLE | $2,500 |
| ST VINCENT HOSPITAL FOUNDATION | |||||
| 455 ST MICHAELS DRIVE | SANTA FE | NM | 87505 | CHARITABLE | $1,000 |
| TOPEKA SYMPHONY | |||||
| PO BOX 2206 | TOPEKA | KS | 666012206 | CHARITABLE | $500 |
| TRINITY HEIGHTS UNITED METHODIST | |||||
| 3600 NORTH FOURTH STREET | FLAGSTAFF | AZ | 86004 | CHARITABLE | $1,000 |
| UNITED WAY OF NORTHERN ARIZONA | |||||
| 1515 E CEDAR AVENUE SUI | FLAGSTAFF | AZ | 86004 | CHARITABLE | $500 |
| CANCER FOUNDATION OF NEW MEXICO | |||||
| PO BOX 5038 | SANTA FE | NM | 87502 | CHARITABLE | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,816 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,301 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,988 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,608 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,988 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,596 | 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 | $1,242 | Amt |
| Net Investment Income | $621 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SMITH BARNEY SECURITIES | StockNm |
| EOY Book Value | $463,735 | EOYBookValueAmt |
| EOYFMV | $478,576 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $260 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| SECRETARY OF STATE | $40 |
| SERVICE CHARGES | $5 |
| THE TOPEKA METRO NEWS | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & ADVISORY SERVICES | CategoryTxt |
| Amt | $4,135 | Amt |
| Net Investment Income | $4,135 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $51 | Amt |
| Net Investment Income | $51 | NetInvestmentIncomeAmt |
Comments