SALT & LIGHT FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SALT & LIGHT FOUNDATION (EIN 23-2808631)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-11
- IRS object ID
- 201711929349100211
- 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 Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-11T12:56:05-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1330 BROADCASTING ROAD PO BOX 7008 | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 196106008 | 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 | 232808631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALT & LIGHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALT | BusinessNameControlTxt |
| Phone | 6102861936 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 237 | AddressLine1Txt |
| City | ELVERSON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L CONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6102861936 | PhoneNum |
| Signature | 2017-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS E KAUFFMAN | PreparerPersonNm |
| PTIN | P00008293 | PTIN |
| Phone | 6103761595 | PhoneNum |
| Preparation | 2017-06-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.203.63.190 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-30 | IPDt |
| IP Tm | 11:09:47 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2B5C0E13C3FE211EBB72BAE48D0A3EDB5D0EAE92 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D01AF27C883CF2D66D8B5A7105CF79343B96AB36 | 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 | $224,551 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $26,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,044 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,461 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $76,263 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,525 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $54,738 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,215 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $343 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $872 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,937 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,033 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,033 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,367 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,797 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,570 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $5,945 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,973 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,972 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,690 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,845 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,845 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,863 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,829 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $71,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $124,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,829 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,534 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,319 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,178 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,726 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,726 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $322,700 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $213,821 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $210,825 | USGovtObligationsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,533 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,533 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $324,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $227,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $224,551 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,177 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,165 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,177 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,165 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $322,701 | RetainedEarningBOYAmt |
| Retained Earning EOY | $225,382 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $322,701 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $225,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $324,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $227,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $322,701 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,319 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $225,382 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $225,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO LONG TERM | P | 2016-12-31 | $110,000 | $111,432 | -$1,432 | -$1,432 |
| CLASS ACTION SETTLEMENTS | P | 2016-12-31 | $15 | $15 | $15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,417 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,110 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $378,141 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.277965 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $204,493 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $547,258 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.373668 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $198,459 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $766,371 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.258959 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $359,381 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,234,521 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.291110 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $181,517 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,486,768 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122088 | DistributionYr5Rt |
| Total Distribution | 1.323790 | TotalDistributionRt |
| Average Distribution | 0.264758 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $277,064 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $73,355 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $73,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $91,534 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $693 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $693 | TotalPaymentsAndCreditsAmt |
| Overpayment | $693 | OverpaymentAmt |
| Applied To ES Tax | $693 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT L CONE | IndividualWithBooksNm |
| Phone | 6102861936 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 83 WEST MAIN STREET SUITE 2 | AddressLine1Txt |
| City | ELVERSON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L CONE | ||||||||
| C/O FOUNDATION PO BOX 237 | ELVERSON | PA | 19520 | PRESIDENT/TREASURER | 1.00 | $0 | $0 | $0 |
| EDWARD H CONE | ||||||||
| C/O FOUNDATION PO BOX 237 | ELVERSON | PA | 19520 | VICE PRESIDENT/SECRETARY | 1.00 | $0 | $0 | $0 |
| DERIAL H SANDERS | ||||||||
| C/O FOUNDATION PO BOX 237 | ELVERSON | PA | 19520 | DIRECTOR | 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $273,751 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $281,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $281,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,219 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $277,064 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,853 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,853 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $13,853 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,853 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,853 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,534 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,534 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,534 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,686 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $297,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $160,140 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $177,130 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,203 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $828,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,534 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,853 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,681 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $906,495 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $107,686 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $798,809 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $297,655 | ExcessFromYear4Amt |
| Excess From Year3 | $160,140 | ExcessFromYear3Amt |
| Excess From Year2 | $177,130 | ExcessFromYear2Amt |
| Excess From Year1 | $86,203 | ExcessFromYear1Amt |
| Excess From Current Year | $77,681 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT L CONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVANCE AMERICA | |||||||
| 101 W OHIO STREET SUITE 600 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL FUND | $3,000 |
| LIFE MATTERS WORLWIDE | |||||||
| PO BOX 3158 | GRAND RAPIDS | MI | 49501 | NONE | PC | GENERAL FUND | $5,000 |
| THE JUSTICE FOUNDATION | |||||||
| 7210 LOUIS PASTEUR SUITE 200 | SAN ANTONIO | TX | 78229 | NONE | PC | GENERAL FUND | $10,000 |
| THE PHILANTHROPY ROUNDTABLE | |||||||
| 1730 M STREET NW SUITE 601 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL FUND | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,417 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT SERVICES | Desc |
| Related Or Exempt Function Incm | $26,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,044 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | REIMBURSEMENT OF ADMINISTRATIVE FEES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $1,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,937 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $213,821 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $210,825 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $100 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $4,017 | $2,008 | $2,009 |
| INSURANCE | $3,673 | $1,837 | $1,836 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT SERVICES | Desc |
| Revenue And Expenses Per Books | $26,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $26,000 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES | Desc |
| BOY Book Value | $2,177 | BOYBookValueAmt |
| EOY Book Value | $2,165 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $1,033 | Amt |
| Net Investment Income | $1,033 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $6,367 | Amt |
| Net Investment Income | $1,797 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,570 | DisbursementsCharitablePrpsAmt |
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