ARJCO FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ARJCO FOUNDATION (EIN 23-7329427)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-09
- IRS object ID
- 201601309349100110
- 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 Corp Stock Schedule
- Investments Land Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-09T08:04:07-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251846963 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLY & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE SUITE 800 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15237 | 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 | 237329427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARJCO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARJC | BusinessNameControlTxt |
| Phone | 8473821888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 AMBROSE LANE | AddressLine1Txt |
| City | BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R RICHARD WIELAND II | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8473821888 | PhoneNum |
| Signature | 2016-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY D DURONIO CPA | PreparerPersonNm |
| PTIN | P00048908 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2016-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $834,275 | 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 |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,720 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$1,666 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $30,870 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $571,080 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,870 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,596 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,596 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $885 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $885 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $373 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $781 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $781 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $19,734 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,749 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $65,627 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,360 | CashBOYAmt |
| Cash EOY | $41,269 | CashEOYAmt |
| Cash EOYFMV | $41,269 | CashEOYFMVAmt |
| Corporate Stock BOY | $894,960 | CorporateStockBOYAmt |
| Corporate Stock EOY | $788,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $788,490 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $21,480 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $16,964 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $5,297 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,516 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $4,516 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $909,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $834,275 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $834,275 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $160,555 | CapitalStockBOYAmt |
| Capital Stock EOY | $160,555 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $749,062 | RetainedEarningBOYAmt |
| Retained Earning EOY | $673,720 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $909,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $834,275 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $909,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $834,275 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $909,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,031 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $895,586 | SubtotalAmt |
| Other Decreases | $61,311 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $834,275 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY INVESTMENTS | P | 2014-12-31 | 2015-12-31 | $250,670 | $258,407 | -$7,737 | -$7,737 |
| MORGAN STANLEY INVESTMENTS | P | 2013-12-31 | 2015-12-31 | $320,245 | $281,803 | $38,442 | $38,442 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2013-12-31 | 2015-12-31 | $165 | $165 | $165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,870 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $889,864 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022475 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $63,065 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $835,887 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075447 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $36,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $757,239 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047541 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $742,197 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041768 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,455 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $709,889 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054170 | DistributionYr5Rt |
| Total Distribution | 0.241401 | TotalDistributionRt |
| Average Distribution | 0.048280 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $887,458 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,846 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $378 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $43,224 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $756 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $756 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $756 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,644 | OverpaymentAmt |
| Applied To ES Tax | $1,644 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | R RICHARD WIELAND II | IndividualWithBooksNm |
| Phone | 8473821888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 AMBROSE LANE | AddressLine1Txt |
| City | BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| JANE SENFT | ||||||||
| 4386 ASCOT CIRCLE SE | SOUTHPORT | NC | 28461 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| R RICHARD WIELAND II | ||||||||
| 10 AMBROSE LANE | BARRINGTON | IL | 60011 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| P ANDREW WIELAND | ||||||||
| 11525 N SEVEN PINES ROAD | NORTHPORT | MI | 49670 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $892,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,029 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $900,973 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $900,973 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $887,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $756 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $756 | TotalTaxAmt |
| Distributable Before Adj | $43,617 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,617 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,617 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,617 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,855 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $5,855 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,617 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,617 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,238 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,238 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,238 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | R RICHARD WIELAND II | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 AMBROSE LANE | AddressLine1Txt |
| City | BARRINGTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8473821888 | RecipientPhoneNum |
| Form And Info And Materials | NONE ARE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE ARE SPECIFIED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE ARE SPECIFIED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ATWILL MEMORIAL CHAPEL | |||||
| 932 N BIRCHWOOD DR | NORTHPORT | MI | 49670 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $2,000 |
| BERKSHIRE SCHOOL | |||||
| 245 NORTH UNDERMOUNTAIN ROAD | SHEFFIELD | MA | 01257 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $3,000 |
| DENISON UNIVERSITY | |||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $2,000 |
| MONMOUTH COLLEGE | |||||
| 700 E BROADWAY | MONMOUTH | IL | 61462 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $15,000 |
| WIELAND FAMILY FOUNDATION | |||||
| 10 AMBROSE LANE | BARRINGTON | IL | 60010 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $12,000 |
| HEIFER INTERNATIONAL | |||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $2,000 |
| WOUNDED WARRIOR PROJECT | |||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $2,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,720 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$1,666 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,870 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $49,930 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,930 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TAMARACK TIMESHARE | PropertyDesc |
| Acquired | 1994-02-28 | AcquiredDt |
| Cost Or Other Basis | $21,480 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $16,183 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 27.500000000000 | LifeRt |
| Current Year Expense | $781 | CurrentYearExpenseAmt |
| Net Investment Income | $781 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $788,490 | EOYBookValueAmt |
| EOYFMV | $788,490 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TAMARACK TIMESHARE | CategoryOrItemTxt |
| Cost Or Other Basis | $21,480 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $16,964 | AccumulatedDepreciationAmt |
| Book Value | $4,516 | BookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MARKET VALUE OF SECURITIES | Desc |
| Amt | $61,311 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $11,749 | $11,749 | $0 |
| OUTSIDE SERVICES | $2,715 | $0 | $0 |
| MEETINGS | $5,270 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $885 | Amt |
| Net Investment Income | $885 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $3,854 | $0 | $0 |
| FOREIGN TAXES | $373 | $373 | $0 |
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