WANDA J HERNDON FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
WANDA J HERNDON FOUNDATION (EIN 20-8089043)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-07
IRS object ID
201712809349100301
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-10-07T11:19:24-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1POWDERMILL FINANCIAL SOLUTIONSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15803 KENNETT PIKE SUITE AAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19807ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208089043EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WANDA J HERNDON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWANDBusinessNameControlTxt
Phone3026587796PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15803 KENNETT PIKEAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19807ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWANDA J HERNDONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3026587796PhoneNum
Signature2017-10-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN PETRUCCIPreparerPersonNm
Phone3026587796PhoneNum
Preparation2017-10-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.168.95.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-07IPDt
IP Tm11:19:11IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id048A4C17A60BF6904873875016EA3BDE1A575C71AtSubmissionCreationDeviceId
At Submission Filing Device Id048A4C17A60BF6904873875016EA3BDE1A575C71AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$220,075FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,572DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,572DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,323NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$38,289GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,323CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$9,895TotalRevAndExpnssAmt
Total Net Invst Incm$9,895TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,048AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,180OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,180OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$55OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,783TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,180TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,670ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,670ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,453TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,180TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,670TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,558ExcessRevenueOverExpensesAmt
Net Investment Income$7,715NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,478CashBOYAmt
Cash EOY$7,205CashEOYAmt
Cash EOYFMV$7,205CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,136SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,105SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,105SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$189,525CorporateStockBOYAmt
Corporate Stock EOY$184,271CorporateStockEOYAmt
Corporate Stock EOYFMV$210,765CorporateStockEOYFMVAmt
Total Assets BOY$200,139TotalAssetsBOYAmt
Total Assets EOY$193,581TotalAssetsEOYAmt
Total Assets EOYFMV$220,075TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$200,139CapitalStockBOYAmt
Capital Stock EOY$193,581CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$200,139TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$193,581TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$200,139TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$193,581TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$200,139TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,558ExcessRevenueOverExpensesAmt
Subtotal$193,581SubtotalAmt
Tot Net Ast Or Fund Balances EOY$193,581TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$38,289GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$34,966CostOrOtherBasisAmt
Gain Or Loss$3,323GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$3,323GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$3,323CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$233,665NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038517DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$241,286NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.033156DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$227,712NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.021958DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$213,040NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.023470DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$210,653NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.000000DistributionYr5Rt
Total Distribution0.117101TotalDistributionRt
Average Distribution0.023420AverageDistributionRt
Net Vl Noncharitable Assets$218,098NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$5,108AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$77NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$5,185AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,670QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$77InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$77SubtotalAmt
Tax Based On Investment Income$77TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$588EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$588TotalPaymentsAndCreditsAmt
Original Return Overpayment-$588OriginalReturnOverpaymentAmt
Overpayment$511OverpaymentAmt
Applied To ES Tax$511AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1POWDERMILL FINANCIAL SOLUTIONS LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3026587796PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15803 KENNETT PIKE SUITE AAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19807ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WANDA J HERNDON
2033 2ND AVENUE PH-3SEATTLEWA98121DIR, PRES1.00$0$0$0
MARY J WILLIAMS
535 HIGH DRIVELAGUNA BEACHCA92651SEC/VP/DIRECTOR1.00$0$0$0
DR AVON LORRAINE BURNS
1623 BROAD CTSAGINAWMI48503DIRECTOR1.00$0$0$0
MARY BROADWAY
4790 DRESDEN CTSAGINAWMI28601DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$214,529AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,890AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$221,419TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$221,419AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,321CashDeemedCharitableAmt
Net Vl Noncharitable Assets$218,098NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,905MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,905MinimumInvestmentReturnAmt
Tax Based On Investment Income$77TaxBasedOnInvestmentIncomeAmt
Total Tax$77TotalTaxAmt
Distributable Before Adj$10,828DistributableBeforeAdjAmt
Distributable Before Ded$10,828DistributableBeforeDedAmt
Distributable As Adjusted$10,828DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,670ExpensesAndContributionsAmt
Qualifying Distributions$10,670QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$77PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,593AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,828DistributableAsAdjustedAmt
Undistributed Income PY$10,666UndistributedIncomePYAmt
Qualifying Distributions$10,670QualifyingDistributionsAmt
Applied To Year1$10,666AppliedToYear1Amt
Applied To Current Year$4AppliedToCurrentYearAmt
Undistributed Income CY$10,824UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWANDA J HERNDONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ATLANTIC STREET CENTER
2103 S ATLANTIC STSEATTLEWA98144501(C)(3)ASSISTANCE$3,000
COMMUNITY FOUNDATION OF GREATER FLINT
500 S SAGINAW ST SUITE 200FLINTMI48502501(C)(3)ASSISTANCE$5,000
NORTHWEST AFRICAN AMERICAN MUSEUM
2300 SOUTH MASSACHUSETTS STSEATTLEWA98144501(C)(3)ASSISTANCE$1,000
YOUTHCARE
2500 NE 54TH STSEATTLEWA98105501(C)(3)ASSISTANCE$1,000
MT ZION BAPTIST CHURCH
1634 19TH AVENUESEATTLEWA98122501(C)(3)ASSISTANCE$670
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,670TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,572ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,323ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,895ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$9,895TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPOWDERMILL FINANCIAL SOLUTIONS TAX & ACCOUNTINGCategoryTxt
Amt$3,048Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetPUBLICLY TRADED SECURITIESAssetDesc
How AcquiredPurchasedHowAcquiredTxt

Purchaser Name PurchaserNameGrp

FieldValueIRS element (for citing)
PersonPUBLICLY TRADED SECURITIESPersonNm
FieldValueIRS element (for citing)
Gross Sales Price$38,289GrossSalesPriceAmt
Basis$34,966BasisAmt
Total Net$3,323TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED SCHEDULEStockNm
EOY Book Value$184,271EOYBookValueAmt
EOYFMV$210,765EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
STATE REGISTRATION$25
BANK FEE$30

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBRINKER INV MNGMT FEESCategoryTxt
Amt$2,180Amt
Net Investment Income$2,180NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERALCategoryTxt
Amt$500Amt

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