KEENAN FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- KEENAN FOUNDATION INC (EIN 20-5331576)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-09
- IRS object ID
- 201740689349100004
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-09T15:28:20-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454084437 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Warren Averett LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Six Concourse Parkway Suite 600 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | 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 | 205331576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KEENAN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | BRUCE KEENAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KEEN | BusinessNameControlTxt |
| Phone | 6782681317 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 BROOK FORD POINT | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE C KEENAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6782681317 | PhoneNum |
| Signature | 2017-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lauren R Hines | PreparerPersonNm |
| PTIN | P00836382 | PTIN |
| Phone | 7703961100 | PhoneNum |
| Preparation | 2017-03-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.160.141.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-03-06 | IPDt |
| IP Tm | 14:48:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4AADB5DDDAF0FA59685F5DA12DF34BCE643E6698 | 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 | $1,199,575 | 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 | $19,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,640 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $19,640 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,901 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $587,052 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $723 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $723 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $723 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,462 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,363 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $20,363 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $826 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $826 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,300 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,300 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $30,300 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,126 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $31,126 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $31,126 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $65,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,714 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $236,723 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $243,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $243,707 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,095,421 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,002,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $955,868 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,332,144 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,246,430 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,199,575 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $1,332,144 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,246,430 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,332,144 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,246,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,332,144 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,246,430 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,332,144 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,714 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,246,430 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,246,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH | 2016-01-01 | 2016-12-31 | $466,210 | $448,128 | $18,082 | $18,082 | |
| MERRILL LYNCH | 2016-01-01 | 2016-12-31 | $117,191 | $148,825 | -$31,634 | -$31,634 | |
| Capital Gains Dividends | $3,651 | $3,651 | $3,651 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,901 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,082 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,479 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,259,327 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051201 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $61,724 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,284,102 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048068 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,380 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,245,812 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046058 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,233,174 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033410 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,463 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,236,098 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065094 | DistributionYr5Rt |
| Total Distribution | 0.243831 | TotalDistributionRt |
| Average Distribution | 0.048766 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,188,469 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,957 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,957 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $65,050 | 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 |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
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 | GA | 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 | BRUCE KEENAN | IndividualWithBooksNm |
| Phone | 3054957531 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 BROOK FORD POINT | AddressLine1Txt |
| City | ALPHARETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30022 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BRUCE C KEENAN | ||||||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SUSAN G KEENAN | ||||||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | 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 | $976,680 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $229,888 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,206,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,206,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,099 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,188,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $59,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $59,423 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $59,423 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,423 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $65,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $65,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $65,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,808 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,808 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $54,181 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| HEARTS FOR HORSES | |||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | 501 (C)(3) SUPPORT | $1,000 |
| HIMALAYAN CHILDRENS CHARITIES | |||||
| 355 BROOK FORD POINT | ALPHARETTA | GA | 30022 | 501 (C)(3) SUPPORT | $36,500 |
| KEY CLUB HOUSE | |||||
| 260 NE 17TH TERRACE SUITE 202 | MIAMI | FL | 33132 | 501 (C)(3) SUPPORT | $3,000 |
| THE PREM RAWAT FOUNDATION | |||||
| PO BOX 24-1498 | LOS ANGELES | CA | 90024 | 501 (C)(3) SUPPORT | $5,000 |
| EYES FROM THE ASHES | |||||
| PO BOX 1136 | BRYN MAWR | PA | 19010 | 501 (C)(3) SUPPORT | $3,000 |
| FUR KIDS FOUNDATION | |||||
| PO BOX 7074 | GILLETTE | WY | 82717 | 501 (C)(3) SUPPORT | $1,000 |
| HABERSHAM HUMANE SOCIETY | |||||
| PO BOX 1442 | CLARKESVILLE | GA | 30523 | 501 (C)(3) SUPPORT | $750 |
| BEST FRIENDS | |||||
| 4874 SOUTH ATLANTA ROAD | ATLANTA | GA | 30339 | 501 (C)(3) SUPPORT | $2,500 |
| DIAN FOSSEY GORILLA FUND | |||||
| 800 CHEROKEE AVE SE | ATLANTA | GA | 30315 | 501 (C)(3) SUPPORT | $500 |
| NORTH SHORE ANIMAL LEAGUE | |||||
| 25 DAVIS AVE | PORT WASHINGTON | NY | 11050 | 501 (C)(3) SUPPORT | $900 |
| ST JUDES | |||||
| 262 DANNY THOMAS | MEMPHIS | TN | 38105 | 501 (C)(3) SUPPORT | $1,000 |
| ANIMAL LEGAL DEFENSE FUND | |||||
| 525 EAST COTATI AVE | COTATI | CA | 94931 | 501 (C)(3) SUPPORT | $1,000 |
| EARTH JUSTICE | |||||
| 50 CALIFORNIA STREET | SAN FRANCISCO | CA | 94111 | 501 (C)(3) SUPPORT | $1,000 |
| ASPCA | |||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | 501 (C)(3) SUPPORT | $1,000 |
| UNION OF CONCERNED SCIENTISTS | |||||
| 2 BRATTLE SQ | CAMBRIDGE | MA | 02138 | 501 (C)(3) SUPPORT | $1,000 |
| AWARE | |||||
| 539 BIELENBERG DRIVE | WOODBURY | MN | 55125 | 501 (C)(3) SUPPORT | $1,000 |
| NATIONAL PARK FOUNDATION | |||||
| 1110 VERMONT AVE | WASHINGTON | DC | 20005 | 501 (C)(3) SUPPORT | $1,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | 501 (C)(3) SUPPORT | $1,000 |
| JANE GOODALL INSTITUTE | |||||
| 1595 SPRING HILL ROAD | VIENNA | VA | 22182 | 501 (C)(3) SUPPORT | $500 |
| SIERRA CLUB | |||||
| 2101 WEBSTER ST | OAKLAND | CA | 94612 | 501 (C)(3) SUPPORT | $1,000 |
| PETA | |||||
| 501 FRONT ST | NORFOLK | VA | 23510 | 501 (C)(3) SUPPORT | $500 |
| FINCA | |||||
| 1201 15TH ST | WASHINGTON | DC | 20005 | 501 (C)(3) SUPPORT | $400 |
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | |||||
| 5100 WISCONSIN AVE | WASHINGTON | DC | 20016 | 501 (C)(3) SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,050 | 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 | $19,640 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$9,901 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,462 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,462 | TotalIncomeProducingActyAmt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH | StockNm |
| EOY Book Value | $1,002,723 | EOYBookValueAmt |
| EOYFMV | $955,868 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER EXPENSES | $300 | $300 | $300 | $0 |
| PROFESSIONAL EXPENSE | $30,000 | $30,000 | $30,000 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $723 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $723 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $723 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX EXPENSE | CategoryTxt |
| Amt | $826 | Amt |
| Net Investment Income | $826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $826 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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