KNOWLEDGE AND PROGRESS FUND INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KNOWLEDGE AND PROGRESS FUND INC (EIN 54-1899251)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349103202
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T14:32:50-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1551 N WATERFRONT PKWY STE 300 | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 672066601 | 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 | 541899251 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Knowledge and Progress Fund Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GUY BARKWILL | InCareOfNm |
| Business Name Control | KNOW | BusinessNameControlTxt |
| Phone | 7038751658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1320 North Courthouse Road Ste 500 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GUY BARKWILL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7038751658 | PhoneNum |
| Signature | 2016-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN L WEBB | PreparerPersonNm |
| PTIN | P00273248 | PTIN |
| Phone | 3162652811 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,348,261 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 |
| Interest On Sav Rev And Expnss | $169 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $169 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,797 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$259,386 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $76,586 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,958 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$58,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $145,924 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,714 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,714 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,544 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,406 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $138 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $13,914 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $13,914 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,528 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $814 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $71,296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,414 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $485 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $164,996 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $128,548 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,337 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,364,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $128,548 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,203,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,423,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,376 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $176,122 | CashBOYAmt |
| Cash EOY | $116,769 | CashEOYAmt |
| Cash EOYFMV | $116,769 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,512,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,325,216 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,325,216 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $11,503,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,344,910 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,886,632 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $26,271 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,644 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,644 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,218,235 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,806,539 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,348,261 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,913 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,047 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,913 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,047 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,215,322 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,791,492 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,215,322 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,791,492 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,218,235 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,806,539 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,215,322 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,423,830 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,791,492 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,791,492 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EFPRP INVESTMENTS - PASS-THRU ENTITY | PropertyDesc |
| Gross Sales Price | $0 | GrossSalesPriceAmt |
| Cost Or Other Basis | $259,386 | CostOrOtherBasisAmt |
| Gain Or Loss | -$259,386 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$259,386 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$259,386 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $110,596 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,252,556 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.005744 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,851,653 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $21,643,545 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.224162 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $802,617 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $25,944,027 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030936 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,273 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,130,774 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.001142 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,017,454 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,620,464 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.089187 | DistributionYr5Rt |
| Total Distribution | 0.351171 | TotalDistributionRt |
| Average Distribution | 0.070234 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,054,790 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,197,826 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $174 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,198,000 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,203,337 | 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 | $174 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $174 | SubtotalAmt |
| Tax Based On Investment Income | $174 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,644 | EstimatedPlusOvpmtIncmTxAmt |
| Backup Withholding Withheld | $36 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,680 | TotalPaymentsAndCreditsAmt |
| Overpayment | $24,506 | OverpaymentAmt |
| Applied To ES Tax | $24,506 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | 0 | Form990TFiledInd |
| 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 |
| Org Report Or Register State | KS | 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 | Yes (true) | 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 | GUY BARKWILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7038751658 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1320 NORTH COURTHOUSE ROAD STE 500 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD H FINK | ||||||||
| 1320 N COURTHOUSE RD SUITE 500 | ARLINGTON | VA | 22201 | PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| DUSTIN PERRY | ||||||||
| 4111 E 37TH STREET NORTH | WICHITA | KS | 67220 | SECRETARY/TREASURER | 1.0 | $0 | $0 | $0 |
| CHARLES G KOCH | ||||||||
| 4111 E 37TH STREET NORTH | WICHITA | KS | 67220 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| ELIZABETH B KOCH | ||||||||
| 4111 E 37TH STREET NORTH | WICHITA | KS | 67220 | DIRECTOR | 0.25 | $0 | $0 | $0 |
| CHARLES C KOCH | ||||||||
| 4111 E 37TH STREET NORTH | WICHITA | KS | 67220 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1888 MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4111 E 37TH ST N | AddressLine1Txt |
| City | WICHITA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 67220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT SVCS | ServiceTypeTxt |
| Compensation | $56,184 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,012,904 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,301,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,314,508 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,314,508 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $259,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,054,790 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $852,740 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $852,740 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $174 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $174 | TotalTaxAmt |
| Distributable Before Adj | $852,566 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $852,566 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $852,566 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,203,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,203,337 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $174 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,203,163 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $852,566 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $1,752,754 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,752,754 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,203,337 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $852,566 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,350,771 | RemainingDistriFromCorpusAmt |
| Total Corpus | $6,103,525 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $6,103,525 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,752,754 | ExcessFromYear2Amt |
| Excess From Current Year | $4,350,771 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONORS TRUST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 North Henry St | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $5,200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,200,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,022 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,944 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$259,386 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| EFPRP - OTHER INVESTMENT INCOME/(LOSS) | 18 | $105,571 | ||
| EFPRP - UNRELATED BUSINESS INCOME | 523000 | -$28,985 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$28,985 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$29,849 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$58,834 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,714 | Amt |
| Disbursements Charitable Prps | $2,714 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLEACHER DIVERSIFIED FUND | $23,109 | $33,462 |
| EFPRP | $11,321,801 | $11,853,170 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $26,271 | BOYBookValueAmt |
| EOY Book Value | $19,644 | EOYBookValueAmt |
| EOYFMV | $19,644 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE | $485 | $485 | |
| OTHER INVESTMENT EXPENSES | $317 | $317 | |
| EFPRP - NON-INV EXPENSE | $29,397 | ||
| EFPRP INVESTMENT EXPENSES | $41,097 | $41,097 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EFPRP INVESTMENTS - OTHER INCOME | $105,193 | $21,958 |
| OTHER INCOME | $377 | |
| EFPRP INVESTMENTS - TAX EXEMPT INCOME | $1 | |
| EFPRP INVESTMENTS - UNRELATED INCOME | -$28,985 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $72,406 | $72,406 | |
| CORP FILING | $138 | $138 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $3,714 | |
| EFPRP INV - FOREIGN TAXES | $814 | $814 |
Comments