BETA

THE@ARHANT SOCIAL FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE@ARHANT SOCIAL FOUNDATION INC (EIN 54-1973018)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-07-21
IRS object ID
201722029349100102
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)
Return2017-07-21T10:07:02-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN540617257PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSON & REED LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 13885AddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24038ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541973018EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ARHANT SOCIAL FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlARHABusinessNameControlTxt
Phone5409895059PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15292 PEREGRINE CREST CIRCLEAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPRABHAT JAINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5409895059PhoneNum
Signature2017-07-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL R BELL CPAPreparerPersonNm
PTINP00736153PTIN
Phone5403444333PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.190.203.27IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-07-18IPDt
IP Tm11:17:24IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7A1927E823A54F6B9D0E329350D9364DFD614DA0AtSubmissionCreationDeviceId
At Submission Filing Device Id7A1927E823A54F6B9D0E329350D9364DFD614DA0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,004,583FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$43InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$43InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$24,202DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,202DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,253NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$979,324GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$17,017TotalRevAndExpnssAmt
Total Net Invst Incm$24,245TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$885TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,139OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,524TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,501ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,501ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,025TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$69,501TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$57,008ExcessRevenueOverExpensesAmt
Net Investment Income$24,245NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$37,184SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,310SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,310SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$857,076OtherInvestmentsBOYAmt
Other Investments EOY$1,002,273OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,002,273OtherInvestmentsEOYFMVAmt
Total Assets BOY$894,260TotalAssetsBOYAmt
Total Assets EOY$1,004,583TotalAssetsEOYAmt
Total Assets EOYFMV$1,004,583TotalAssetsEOYFMVAmt
Grants Payable BOY$30,000GrantsPayableBOYAmt
Total Liabilities BOY$30,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$864,260RetainedEarningBOYAmt
Retained Earning EOY$1,004,583RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$864,260TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,004,583TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$894,260TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,004,583TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$864,260TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$57,008ExcessRevenueOverExpensesAmt
Other Increases$197,931OtherIncreasesAmt
Subtotal$1,005,183SubtotalAmt
Other Decreases$600OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,004,583TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO PUBLICLY TRADED SECURITIESP$563,725$630,506-$66,781-$66,781
MORGAN STANLEY PUBLICLY TRADED SECURITIESP$411,213$356,071$55,142$55,142
CAPITAL GAINS DIVIDENDSP$4,386$4,386$4,386
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,253CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$31,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$907,515NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034269DistributionYr1Rt
Adjusted Qlfy Distri Yr2$52,107AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$993,947NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.052424DistributionYr2Rt
Adjusted Qlfy Distri Yr3$42,021AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$973,173NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043179DistributionYr3Rt
Adjusted Qlfy Distri Yr4$52,140AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$937,564NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055612DistributionYr4Rt
Adjusted Qlfy Distri Yr5$18,250AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$913,009NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.019989DistributionYr5Rt
Total Distribution0.205473TotalDistributionRt
Average Distribution0.041095AverageDistributionRt
Net Vl Noncharitable Assets$885,911NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$36,407AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$242NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,649AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$69,501QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$242InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$242SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$242TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$635EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$635TotalPaymentsAndCreditsAmt
Overpayment$393OverpaymentAmt
Applied To ES Tax$393AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksPRABHAT JAINIndividualWithBooksNm
Phone5409895059PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15292 PEREGRINE CREST CIRCLEAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPRABHAT JAINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15292 PEREGRINE CREST CIRCLEAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24018ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION DONATES TO VARIOUS ORGANIZATIONS TO PROMOTE LOCAL ARTS, CULTURE AND ENTERTAINMENT, AS WELL AS STRIVING TO IMPROVE THE LIVES OF INTERNATIONAL CHILDREN IN NEED.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$891,607AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,795AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$899,402TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$899,402AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,491CashDeemedCharitableAmt
Net Vl Noncharitable Assets$885,911NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,296MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,296MinimumInvestmentReturnAmt
Tax Based On Investment Income$242TaxBasedOnInvestmentIncomeAmt
Total Tax$242TotalTaxAmt
Distributable Before Adj$44,054DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,054DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,054DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$69,501ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$69,501QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$242PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$69,259AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,054DistributableAsAdjustedAmt
Undistributed Income PY$44,811UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Total For Prior Years$2,601TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$69,501QualifyingDistributionsAmt
Applied To Year1$44,811AppliedToYear1Amt
Applied To Prior Years$2,601AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,089AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$21,965UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GOODWILL
2502 MELROSE AVENUE NWROANOKEVA24017PUBLIC CHARITYSUPPORT ART, CULTURE, ENVIRONMENTAL AND HEALTH ISSUES$20,000
INDIA HERITAGE SOCIETY SHANTINIKETAN TEMPLE
7221 BRANICO DRIVEROANOKEVA24018RELIGIOUS ORGANIZATIPROMOTE RELIGIOUS BELIEFS$1,001
MARY PARKES ASTHMA CENTER CALKINS HEALTH COMMONS
400 RED CREED DRIVE SUITE 110ROCHESTERNY14623PUBLIC CHARITYSUPPORT ENVIRONMENTAL AND HEALTH ISSUES$500
PREGNANCY CARE CENTER OF MHC INC
314 FAIRY ST EXT STE EMARTINSVILLEVA24112PUBLIC CHARITYSUPPORT ART, CULTURE, ENVIRONMENTAL AND HEALTH ISSUES$500
UNICEF
125 MAIDEN LANENEW YORKNY10038PUBLIC CHARITYSUPPORT ART, CULTURE, ENVIRONMENTAL AND HEALTH ISSUES$15,000
UNITED WAY OF ROANOKE VALLEY
325 CAMPBELL AVEROANOKEVA24016PUBLIC CHARITYFUNDING FOR STEM PROJECT$25,000
VCOM
2265 KRAFT DRIVEBLACKSBURGVA24060PUBLIC CHARITYSUPPORT ENVIRONMENTAL AND HEALTH ISSUES$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$69,501TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$43ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,202ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,253ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,992ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,992TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionELECTION TO AVOIDE THE "ADDITIONAL" EXCISE TAX FOR FAILURE TO DISTRIBUTE INCOME:PURSUANT TO CODE SEC. 4942(H) AND REG SEC. 53.4942(A)-3(D)(2) THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM PRIOR TAX YEARS IN TEH FOLLOWING AMOUNTS: TAX YEAR: 2014 AMOUNT: $2,601ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
WELLS FARGO ADVISORSFMV$0$0
MORGAN STANLEYFMV$1,002,273$1,002,273

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL ESTIMATED TAXESDesc
Amt$600Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
VA ANNUAL REGISTRATION FEE$25$0$0
INVESTMENT ADVISORY FEES$2,114$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$197,931Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX WITHHELD$105$0$0
FEDERAL EXCISE TAX$780$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.