MOONE FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MOONE FAMILY FOUNDATION (EIN 94-3337859)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-14
- IRS object ID
- 201643199349101319
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T10:59:06-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONNER & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26016 DETROIT RD SUITE 3 | AddressLine1Txt |
| City | WESTLAKE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943337859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOONE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WELLSPRING FINANCIAL ADVISOR | InCareOfNm |
| Business Name Control | MOON | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CANYON COURT | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 945581263 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E MICHAEL MOONE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2163670676 | PhoneNum |
| Signature | 2016-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Conner | PreparerPersonNm |
| PTIN | P01355454 | PTIN |
| Phone | 4406170390 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $476,931 | 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 | $2,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,566 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,566 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $150,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,207 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,775 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,775 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $6,188 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,188 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $113 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $6,331 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,301 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,506 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,301 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,474 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,435 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,629 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $12,112 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,685 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,685 | RcvblFromOfficersEOYFMVAmt |
| Other Investments BOY | $333,044 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $378,537 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $469,617 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $358,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $385,851 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $476,931 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $358,591 | RetainedEarningBOYAmt |
| Retained Earning EOY | $385,851 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $358,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $385,851 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $358,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $385,851 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $358,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,269 | ExcessRevenueOverExpensesAmt |
| Subtotal | $385,860 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $385,851 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF - 52 SHS | 2016-05-02 | $14,000 | $4,551 | $9,449 | $9,449 | |
| SPDR S&P MIDCAP 400 ETF - 12 SHS | 2016-06-30 | $3,076 | $1,050 | $2,026 | $2,026 | |
| FPA CRESCENT FUND CONF - 737.371 SHS | 2016-04-28 | $23,470 | $19,365 | $4,105 | $4,105 | |
| PIMCO ALL ASSET INST CLASS - 3607.701 SHS | 2016-04-28 | $39,510 | $45,038 | -$5,528 | -$5,528 | |
| VANGUARD SMALL-CAP INDEX ADMIRAL - 271.052 SHS | 2016-04-28 | $14,970 | $5,110 | $9,860 | $9,860 | |
| VANGUARD 500 INDEX ADMIRAL - 252.282 SHS | 2016-04-28 | $48,970 | $27,576 | $21,394 | $21,394 | |
| CAPITAL GAIN DIVIDENDS | $6,901 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,207 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,070 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $493,124 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.012309 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,024 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $546,063 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.161198 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,340 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $504,356 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.00464 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,250 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $462,589 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.019996 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $474,577 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029647 | DistributionYr5Rt |
| Total Distribution | 0.22779 | TotalDistributionRt |
| Average Distribution | 0.045558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $470,080 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,416 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $525 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,941 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,175 | 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 | $525 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $525 | SubtotalAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $185 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $185 | TotalPaymentsAndCreditsAmt |
| Tax Due | $340 | TaxDueAmt |
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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLSPRING FINANCIAL ADVISORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2163670680 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5885 LANDERBROOK DRIVE SUITE 205 | AddressLine1Txt |
| City | MAYFIELD HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44124 | 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E MICHAEL MOONE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 141 CANYON COURT | AddressLine1Txt |
| City | NAPA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94558 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
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 | $452,083 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,156 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $477,239 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $477,239 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,159 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $470,080 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,504 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,504 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $525 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $525 | TotalTaxAmt |
| Distributable Before Adj | $22,979 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,979 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,979 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,175 | 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 | $27,175 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $525 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,875 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $20,600 | TotalForPriorYearsAmt |
| Qualifying Distributions | $27,175 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,875 | AppliedToYear1Amt |
| Applied To Current Year | $22,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,321 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,321 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $20,600 | PriorYearUndistributedIncmAmt |
| Taxable1 | $20,600 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,321 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,321 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | E MICHAEL MOONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| R4 ALLIANCE | ||||||||
| PO BOX 836 | VIENNA | VA | 22183 | NONE | PC | CHARITABLE | $5,000 | |
| WOUNDED WARRIOR HOMES INC | ||||||||
| 827 PLUMOSA AVE | VISTA | CA | 92081 | NONE | PC | CHARITABLE | $360 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE | $300 | |
| COACHELLA VALLEY RESCUE MISSION | ||||||||
| 47470 VAN BUREN ST | INDIO | CA | 922022564 | NONE | PC | CHARITABLE | $350 | |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | ||||||||
| 1055 BROADWAY BLVD SUITE 130 | KANSAS CITY | MO | 64105 | NONE | PC | CHARITABLE | $250 | |
| CHILDREN'S MERCY HOSPITAL | ||||||||
| 2401 GILLHAM ROAD | KANSAS CITY | MO | 64108 | NONE | PC | CHARITABLE | $1,000 | |
| QUEEN OF THE VALLEY FOUNDATION | ||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | NONE | PC | CHARITABLE | $300 | |
| CHILDREN'S TLC | ||||||||
| REHABILITATION INSTITUTE OF KANSAS | KANSAS CITY | MO | 64111 | NONE | PC | CHARITABLE | $1,065 | 3101 MAIN STREET |
| GILLIS CENTER | ||||||||
| GILLIS HOME FOR CHILDREN | KANSAS CITY | MO | 64114 | NONE | PC | CHARITABLE | $750 | 8150 WORNALL ROAD |
| KANSAS CITY PET PROJECT | ||||||||
| 4400 RAYTOWN ROAD | KANSAS CITY | MO | 64129 | NONE | PC | CHARITABLE | $750 | |
| BISHOP SULLIVAN CENTER | ||||||||
| ST JAMES PLACE FOOD PANTRY COMMU | KANSAS CITY | MO | 64110 | NONE | PC | CHARITABLE | $500 | 3936 TROOST |
| GREAT PLAINS SPCA | ||||||||
| 5428 ANTIOCH DRIVE | MERRIAM | KS | 66202 | NONE | PC | CHARITABLE | $750 | |
| SONOMA STATE UNIVERSITY ACADEMIC FOUNDATION INC | ||||||||
| 1801 COTATI AVENUE | ROHNERT PARK | CA | 94928 | NONE | PC | CHARITABLE | $5,000 | |
| QUEEN OF THE VALLEY FOUNDATION | ||||||||
| 1000 TRANCAS STREET | NAPA | CA | 94558 | NONE | PC | CHARITABLE | $5,300 | |
| RIVERDALE SCHOOL FOUNDATION | ||||||||
| 582 9TH STREET | LAKE OSWEGO | OR | 97034 | NONE | PC | CHARITABLE | $5,000 | |
| THE ED MARRA PASSION TO WIN FUND | ||||||||
| FIDELITY CHARITABLE GIFT FUND | CINCINNATI | OH | 452770053 | NONE | PC | CHARITABLE | $500 | PO BOX 770001 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,175 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,566 | 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 | $48,207 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,775 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,775 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LOOMIS SAYLES | $29,493 | $33,730 |
| PIMCO TOTAL RETURN | $26,974 | $26,295 |
| PIMCO ALL ASSET INST CLASS | ||
| TWEEDY BROWN GLOBAL | $33,454 | $39,468 |
| VANGUARD 500 INDEX FD INVESTOR | $23,126 | $41,135 |
| VANGUARD SMALL CAP STOCK INDEX | $8,424 | $24,756 |
| DODGE & COX | $22,547 | $21,490 |
| TEMPLETON GLOBAL BOND ADVISOR | $25,000 | $21,043 |
| FPA CRESCENT INSTL (FPACX) | $20,823 | $24,674 |
| S&P MID CAP | $15,491 | $48,185 |
| SPDR SER TR S&P DIVID ETF (SDY | $25,022 | $40,114 |
| VANGUARD WHITEHALL FDS HIGH DI | $22,017 | $22,367 |
| VANGUARD SCOTTSDALE FDS VANGUA | $29,050 | $28,868 |
| VANGUARD INDEX FDS VANGUARD GR | $34,026 | $33,982 |
| DOUBLELINE TOTAL RETURN BOND | $29,030 | $29,107 |
| PIMCO FOREIGN BOND FUND USD HE | $14,530 | $14,870 |
| PIMCO INCOME FUND INSTIT FUND | $19,530 | $19,533 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS ADJUSTMENT | Desc |
| Amt | $9 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| CA SECRETARY OF STATE | $10 |
| CA SECRETARY OF STATE | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLSPRING FINANCIAL ADVISORS | $6,000 | $6,000 |
| RABO BANK FEES | $150 | $150 |
| FIDELITY FEES | $38 | $38 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | MICHAEL MOONE PRESIDENT | BorrowerPersonNm |
| Loan Original | $1,783 | LoanOriginalAmt |
| Balance Due | $1,685 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PD | CategoryTxt |
| Amt | $113 | Amt |
| Net Investment Income | $113 | NetInvestmentIncomeAmt |
Comments