KIRK FAMILY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KIRK FAMILY FOUNDATION INC (EIN 65-0984254)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201642289349100539
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T10:36:43-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591949459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINKLE RICHTER & RHINE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NE 14TH STREET CAUSEWAY | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330628224 | 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 | 650984254 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRK FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KIRK | BusinessNameControlTxt |
| Phone | 9545664794 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NE 14TH STREET CAUSEWAY | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARSON KIRK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9547851900 | PhoneNum |
| Signature | 2016-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DARRYL L HINKLE CPA | PreparerPersonNm |
| PTIN | P00758117 | PTIN |
| Phone | 9549412312 | PhoneNum |
| Preparation | 2016-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,092,946 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $21,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,956 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,112 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $207,869 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,112 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $50,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,068 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $228 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $114 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $114 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $971 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $485 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $486 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,378 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,378 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,004 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $61 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $661 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,081 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,161 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,483 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,862 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,862 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $826,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $797,532 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,061,084 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $852,407 | TotalAssetsBOYAmt |
| Total Assets EOY | $829,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,092,946 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $852,407 | RetainedEarningBOYAmt |
| Retained Earning EOY | $829,394 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $852,407 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $829,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $852,407 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $829,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $852,407 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,013 | ExcessRevenueOverExpensesAmt |
| Subtotal | $829,394 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $829,394 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DFA COMMODITY STRATEGY | P | 2014-12-16 | 2015-11-04 | $17,224 | $22,512 | -$5,288 | -$5,288 |
| DFA US LARGE COMPANY | P | 2003-05-19 | 2015-05-22 | $14,985 | $6,470 | $8,515 | $8,515 |
| DFA US MICRO CAP | P | 2003-05-19 | 2015-01-29 | $6,634 | $5,546 | $1,088 | $1,088 |
| DFA US MICRO CAP | P | 2014-12-16 | 2015-01-29 | $3,356 | $3,249 | $107 | $107 |
| DFA US MICRO CAP | P | 2003-05-19 | 2015-05-22 | $9,990 | $5,621 | $4,369 | $4,369 |
| PIMCO HIGH YIELD SPECTRUM | P | 2013-12-11 | 2015-09-08 | $26,475 | $28,278 | -$1,803 | -$1,803 |
| VANGUARD TOTAL BOND MARKET INDEX | P | 2004-06-28 | 2015-01-29 | $116,523 | $107,775 | $8,748 | $8,748 |
| VANGUARD TOTAL BOND MARKET INDEX | P | 2014-12-22 | 2015-01-29 | $312 | $306 | $6 | $6 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,112 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,175 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,597 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,183,349 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,770 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,155,257 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050872 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,657 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,098,390 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054313 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $65,694 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,139,267 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057663 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,068 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,092,709 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057717 | DistributionYr5Rt |
| Total Distribution | 0.274308 | TotalDistributionRt |
| Average Distribution | 0.054862 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,123,104 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,616 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,017 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $62,161 | 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 | $401 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $401 | SubtotalAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $669 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $969 | TotalPaymentsAndCreditsAmt |
| Overpayment | $568 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $568 | RefundAmt |
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 | FL | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | HINKLE RICHTER RHINE LLP | IndividualWithBooksNm |
| Phone | 9549412312 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NE 14 STREET | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARSON KIRK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 NE 14 STREET | AddressLine1Txt |
| City | POMPANO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GIVING TO CHARITIES AROUND THE NATION. | Description1Txt |
| Expenses1 | $61,500 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,112,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,140,207 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,140,207 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,103 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,123,104 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $401 | TotalTaxAmt |
| Distributable Before Adj | $55,754 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,754 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,754 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,161 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,161 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $401 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $61,760 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,754 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,897 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,343 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,127 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,965 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,099 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $30,431 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $62,161 | QualifyingDistributionsAmt |
| Applied To Current Year | $55,754 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,407 | RemainingDistriFromCorpusAmt |
| Total Corpus | $36,838 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,897 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,941 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,343 | ExcessFromYear4Amt |
| Excess From Year3 | $5,127 | ExcessFromYear3Amt |
| Excess From Year2 | $1,965 | ExcessFromYear2Amt |
| Excess From Year1 | $5,099 | ExcessFromYear1Amt |
| Excess From Current Year | $6,407 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| BWC CHORAL GROUP | |||||||||
| BWC CHORAL GROUP | 2600 NE 14 STREET | 2600 NE 14 STREET | POMPANO BEACH | FL | 33062 | NONE | FOUNDATION | UNRESTRICTED USE | $4,000 |
| CHEERFUL HOME | |||||||||
| CHEERFUL HOME | 315 S 5TH STREET | 315 S 5TH STREET | QUINCY | IL | 623014125 | NONE | CHARITY | UNRESTRICTED USE | $2,500 |
| CHRISTIAN SCIENCE CHURCH | |||||||||
| CHRISTIAN SCIENCE CHURCH | 380 SE 5TH AVE | 380 SE 5TH AVE | QUINCY | IL | 623014163 | NONE | REL. INSTIT. | UNRESTRICTED USE | $2,500 |
| QUINCY ART CENTER | |||||||||
| QUINCY ART CENTER | 1515 JERSEY STREET | 1515 JERSEY STREET | QUINCY | IL | 623014250 | NONE | CHARITY | UNRESTRICTED USE | $2,500 |
| QUINCY PUBLIC SCHOOLS | |||||||||
| QUINCY PUBLIC SCHOOLS FOUNDATION | 1416 MAINE STREET | 1416 MAINE STREET | QUINCY | IL | 62301 | NONE | NON PROFIT | UNRESTRICTED USE | $10,000 |
| ROLLINS COLLEGE | |||||||||
| ROLLINS COLLEGE | 100 HOLT AVE | 100 HOLT AVE | WINTER PARK | FL | 32789 | NONE | NON PROFIT | UNRESTRICTED SUPPORT | $5,000 |
| ST COLEMAN'S | |||||||||
| ST COLEMAN'S | 1200 S FEDERAL HWY | 1200 S FEDERAL HWY | POMPANO BEACH | FL | 330627230 | NONE | REL. INSTIT. | UNRESTRICTED USE | $25,000 |
| YOUNG LIFE | |||||||||
| YOUNG LIFE | PO BOX 520 | PO BOX 520 | COLORADO SPRINGS | CO | 809010520 | NONE | CHARITY | UNRESTRICTED USE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,956 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,112 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $50,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,068 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $971 | Amt |
| Net Investment Income | $485 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $486 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA EMERGING MKTS CORE EQUITY | $36,221 | $51,459 |
| DFA EMERGING MKTS VAL | $7,326 | $13,798 |
| DFA GLOBAL REAL ESTATE | $34,342 | $67,132 |
| DFA INTERMEDIATE TERM EXTENDED QU | $65,294 | $61,800 |
| DFA INTL CORE EQUITY PORTFOLIO | $42,400 | $63,176 |
| DFA INTL SMALL CAP VALUE | $11,231 | $18,015 |
| DFA INTL SMALL CO | $12,833 | $22,668 |
| DFA INTL VALUE PORTFOLIO | $15,105 | $25,517 |
| DFA SHORT DURATION REAL RETURN | $28,213 | $27,201 |
| DFA SHORT-TERM EXT. QUALITY FUND | $159,961 | $157,366 |
| DFA TWO YEAR GLOBAL FIXED, INC. | $104,973 | $103,642 |
| DFA US LARGE CAP VALUE | $61,138 | $128,759 |
| DFA US LARGE CO INST | $63,967 | $131,282 |
| DFA US MICRO CAP | $21,249 | $38,169 |
| DFA US SMALL CAP VALUE | $37,556 | $57,115 |
| PIMCO HIGH YIELD FUND | $27,878 | $24,364 |
| VANGUARD INFLATION TIPS | $29,975 | $32,200 |
| VANGUARD MBS | $37,870 | $37,421 |
| VANGUARD TOTAL BD MARKET | ||
| DFA COMMODITY STRATEGY |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $228 | LegalFeesAmt |
| Net Investment Income | $114 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $114 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $9,378 | Amt |
| Net Investment Income | $9,378 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| TAX BASED ON INVESTMENT INCOME | $943 | |
| ANNUAL REPORT | $61 | $61 |
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