LACEWING FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LACEWING FOUNDATION (EIN 20-1891949)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-03
- IRS object ID
- 201603089349100815
- Schema version
- 2015v2.1
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-03T13:17:46-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWDERMILL FINANCIAL SOLUTIONS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 263 | AddressLine1Txt |
| City | ROCKLAND | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 197320263 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201891949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LACEWING FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LACE | BusinessNameControlTxt |
| Phone | 3026587796 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 263 | AddressLine1Txt |
| City | ROCKLAND | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19732 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY WILLIAMS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3026587796 | PhoneNum |
| Signature | 2016-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN PETRUCCI | PreparerPersonNm |
| Phone | 3026587796 | PhoneNum |
| Preparation | 2016-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $491,695 | 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 | $33,750 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $15,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $157,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,830 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,869 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,869 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $430 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $650 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,949 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,287 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,961 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,693 | CashBOYAmt |
| Cash EOY | $11,404 | CashEOYAmt |
| Cash EOYFMV | $11,404 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,179 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $492,567 | CorporateStockBOYAmt |
| Corporate Stock EOY | $390,718 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $393,112 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $574,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $489,301 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $491,695 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $574,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $489,301 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $574,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $489,301 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $574,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $489,301 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $574,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,287 | ExcessRevenueOverExpensesAmt |
| Subtotal | $489,301 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $489,301 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $157,258 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $179,176 | CostOrOtherBasisAmt |
| Gain Or Loss | -$21,918 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | -$21,918 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,918 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $83,515 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $656,141 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.127282 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,651 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $663,105 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.133691 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $51,287 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $626,297 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081889 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $79,381 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $680,349 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.116677 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $66,797 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $712,041 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093811 | DistributionYr5Rt |
| Total Distribution | 0.553350 | TotalDistributionRt |
| Average Distribution | 0.110670 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $560,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $62,003 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $130 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,133 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,000 | 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 | $130 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $130 | SubtotalAmt |
| Tax Based On Investment Income | $130 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $490 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $490 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$490 | OriginalReturnOverpaymentAmt |
| Overpayment | $360 | OverpaymentAmt |
| Applied To ES Tax | $360 | AppliedToESTaxAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POWDERMILL FINANCIAL SOLUTIONS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3026587796 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 263 | AddressLine1Txt |
| City | ROCKLAND | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19732 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MARY J WILLIAMS | ||||||||
| PO BOX 263 | ROCKLAND | DE | 19732 | DIR, PRES | 1.00 | $0 | $0 | $0 |
| DEIDRA WAGER | ||||||||
| 361 HIGHLAND DRIVE | SEATTLE | WA | 98109 | DIR, TREAS | 1.00 | $0 | $0 | $0 |
| WANDA HERNDON | ||||||||
| PO BOX 263 | ROCKLAND | DE | 19732 | DIR, SEC | 1.00 | $0 | $0 | $0 |
| ANGELA MCMANUS | ||||||||
| 45 GREARY AVE | FAIRFAX | CA | 94930 | DIR | 1.00 | $0 | $0 | $0 |
| NORMA OLIASON | ||||||||
| 514 SECOND AVE | W SEATTLE | WA | 98119 | DIR | 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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $513,177 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,609 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $568,786 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $568,786 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $560,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $130 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $130 | TotalTaxAmt |
| Distributable Before Adj | $27,883 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,883 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,883 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $109,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $130 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,870 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,883 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $22,906 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,602 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,398 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,194 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,678 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $196,778 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $27,883 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $81,117 | RemainingDistriFromCorpusAmt |
| Total Corpus | $277,895 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $22,906 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $254,989 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,602 | ExcessFromYear4Amt |
| Excess From Year3 | $20,398 | ExcessFromYear3Amt |
| Excess From Year2 | $56,194 | ExcessFromYear2Amt |
| Excess From Year1 | $51,678 | ExcessFromYear1Amt |
| Excess From Current Year | $81,117 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARY J WILLIAMS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SAN MIGUEL COMMUNITY FOUNDATION | ||||||
| 220 N ZAPATA HWY11 | LAREDO | TX | 78043 | 501(c)(3) | SCHOLARSHIP PROGRAM | $13,000 |
| SSASF | ||||||
| 2560 9TH AVENUE WEST | SEATTLE | WA | 98119 | 501(c)(3) | STUDENT SCHOLARSHIPS | $4,000 |
| ATLANTIC STREET CENTER | ||||||
| 2103 S ATLANTIC CENTER | SEATTLE | WA | 98144 | 501(C)3 | CHILD EDUCATION/ASSISTANCE | $20,000 |
| HUMAN OPTIONS | ||||||
| PO BOX 53745 | IRVINE | CA | 92619 | 501(C)(3) | ASSISTANCE | $5,000 |
| CISA EXPORTADORA | ||||||
| EDIFICIO CISA | Coral Gables | FL | 33134 | 501(C)(3) | EDUCATION | $12,000 |
| NURTURING MINDS | ||||||
| PO BOX 144 | VALLEY FORGE | PA | 19481 | 501(C)(3) | EDUCATION | $5,000 |
| SUSTAINABLE SCHOOLS INTERNATIONAL | ||||||
| 236 WALNUT ST | FORT COLLINS | CO | 80524 | 501(C)(3) | EDUCATION | $5,000 |
| YOUTHCARE | ||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | 501(C)(3) | EDUCATION | $20,000 |
| RSTAR FOUNDATION | ||||||
| PO BOX 4183 | LAGUNA BEACH | CA | 92652 | 501(C)(3) | EDUCATION | $10,000 |
| GLOBAL FUND FOR WOMEN | ||||||
| 800 MARKET ST 7TH FL | SAN FRANCISCO | CA | 94102 | 501(C)(3) | EDUCATION | $10,000 |
| FISTULA FOUNDATION | ||||||
| 1922 THE ALAMEDASTE 302 | SAN JOSE | CA | 95126 | 501(C)(3) | EDUCATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,830 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$21,918 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$6,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,088 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARY J WILLIAMS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 263 | AddressLine1Txt |
| City | ROCKLAND | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19732 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PUBLICLY TRADED SECURITIES | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $157,258 | GrossSalesPriceAmt |
| Basis | $179,176 | BasisAmt |
| Total Net | -$21,918 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DELAWARE SMALL CAP VALUE INSTL | $21,040 | $23,260 |
| DWS SELECT ALTERNATIVE ALLOCATION FUND | $26,838 | $24,223 |
| GOLDMAN SACHS SATELLITE STRATEGY | $43,913 | $38,004 |
| OPPENHEIMER INTL DIVERSIFIED FD | $102,901 | $119,056 |
| OPPENHEIMER STEELPATH MLP INCOME FUND | $38,752 | $42,379 |
| PUTNAM DIVERSIFIED INCOME FD | $59,005 | $54,644 |
| VIRTUS MULTI-SECTOR SHORT TERM BOND FD | $42,635 | $40,108 |
| VIRTUS SENIOR FLOATING RATE | $55,634 | $51,438 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| BANK CHARGE | $341 |
| ADMINISTRATION EXPENSE | $284 |
| DELAWARE FRANCHISE TAX | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BARLEY MILL MANAGEMENT | CategoryTxt |
| Amt | $2,869 | Amt |
| Net Investment Income | $2,869 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL | CategoryTxt |
| Amt | $430 | Amt |