E L CORD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- E L CORD FOUNDATION (EIN 36-6072793)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-25
- IRS object ID
- 201612079349100621
- Schema version
- 2015v2.0
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-25T16:28:36-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANS NELSON & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 W Huffaker Lane | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89511 | 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 | 366072793 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E L Cord Foundation The | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELCO | BusinessNameControlTxt |
| Phone | 7753230373 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 West Liberty Street | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph S Bradley | PersonNm |
| Person Title | Co-Trustee | PersonTitleTxt |
| Signature | 2016-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Timothy W Nelson | PreparerPersonNm |
| PTIN | P00067407 | PTIN |
| Phone | 7758256008 | PhoneNum |
| 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 | $63,393,810 | 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 | $1,751,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,751,430 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,751,430 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,314,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,370,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,314,656 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $426,290 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $4,745 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,745 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,070,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,070,831 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,177,720 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $628,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $565,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $62,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $71,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $63,900 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,100 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $14,310 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,590 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $403,072 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $362,765 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,307 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,230 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $59,607 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,623 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $20,160 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $18,144 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,016 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,689 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,569 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,250,051 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,125,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $125,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,683,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,683,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,933,351 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,125,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,808,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$862,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,945,785 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,177,720 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347,333 | CashBOYAmt |
| Cash EOY | $27,750 | CashEOYAmt |
| Cash EOYFMV | $27,750 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,294,243 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,524,612 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,524,612 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,389,711 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,859,778 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,773,217 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $35,123,841 | CorporateStockBOYAmt |
| Corporate Stock EOY | $33,713,152 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,077,446 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,063,457 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,017,691 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,335,927 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,390,698 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,672,726 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,594,415 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $51,061 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,061 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $92,444 | OtherAssetsBOYAmt |
| Other Assets EOY | $61,578 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $60,443 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $60,701,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,877,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $63,393,810 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $149,432 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $187,512 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $149,432 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $187,512 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $60,552,295 | UnrestrictedBOYAmt |
| Unrestricted EOY | $59,689,775 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $60,552,295 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $59,689,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $60,701,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $59,877,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $60,552,295 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$862,520 | ExcessRevenueOverExpensesAmt |
| Subtotal | $59,689,775 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $59,689,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities (2098) LT | P | 2013-01-01 | 2015-06-30 | $2,693,701 | $2,500,000 | $193,701 | $193,701 |
| Publicly Traded Securities (2197) ST | P | 2015-01-01 | 2015-06-30 | $691,942 | $617,557 | $74,385 | $74,385 |
| Publicly Traded Securities (2197) LT | P | 2013-01-01 | 2015-06-30 | $494,179 | $496,997 | -$2,818 | -$2,818 |
| Publicly Traded Securities (2197) LT | P | 2013-01-01 | 2015-06-30 | $459 | $459 | $459 | |
| Publicly Traded Securities (4056) ST | P | 2015-01-01 | 2015-06-30 | $90,746 | $92,632 | -$1,886 | -$1,886 |
| Publicly Traded Securities (4056) LT | P | 2013-01-01 | 2015-06-30 | $1,943,590 | $2,037,701 | -$94,111 | -$94,111 |
| Publicly Traded Securities (4060) ST | P | 2015-01-01 | 2015-06-30 | $3,049,680 | $3,059,375 | -$9,695 | -$9,695 |
| Publicly Traded Securities (4060) LT | P | 2013-01-01 | 2015-06-30 | $3,664,692 | $2,975,768 | $688,924 | $688,924 |
| Publicly Traded Securities (4060) LT | P | 2013-01-01 | 2015-06-30 | $155,884 | $38,900 | $116,984 | $116,984 |
| Publicly Traded Securities (4061) ST | P | 2015-01-01 | 2015-06-30 | $768,455 | $778,023 | -$9,568 | -$9,568 |
| Publicly Traded Securities (4061) ST | P | 2015-01-01 | 2015-06-30 | $415,154 | $416,694 | -$1,540 | -$1,540 |
| Publicly Traded Securities (4061) LT | P | 2013-01-01 | 2015-06-30 | $796,030 | $776,714 | $19,316 | $19,316 |
| Publicly Traded Securities (4061) LT | P | 2013-01-01 | 2015-06-30 | $837,223 | $861,042 | -$23,819 | -$23,819 |
| Publicly Traded Securities (4067) ST | P | 2015-01-01 | 2015-06-30 | $286,354 | $286,596 | -$242 | -$242 |
| Publicly Traded Securities (2197) LT | P | 2013-01-01 | 2015-06-30 | $236,905 | $236,727 | $178 | $178 |
| Publicly Traded Securities (4068) ST | P | 2015-01-01 | 2015-06-30 | $1,979,238 | $1,741,318 | $237,920 | $237,920 |
| Publicly Traded Securities (4068) ST | P | 2015-01-01 | 2015-06-30 | $112,028 | $112,028 | $112,028 | |
| Publicly Traded Securities (4068) LT | P | 2013-01-01 | 2015-06-30 | $1,237,110 | $1,365,275 | -$128,165 | -$128,165 |
| Publicly Traded Securities (4069) ST | P | 2015-01-01 | 2015-06-30 | $150 | $150 | ||
| Publicly Traded Securities (4069) LT | P | 2013-01-01 | 2015-06-30 | $301,604 | $280,351 | $21,253 | $21,253 |
| Publicly Traded Securities (4069) LT | P | 2013-01-01 | 2015-06-30 | $561,276 | $528,030 | $33,246 | $33,246 |
| Publicly Traded Securities (4070) LT | P | 2013-01-01 | 2015-06-30 | $162,648 | $103,865 | $58,783 | $58,783 |
| Publicly Traded Securities (4070) LT | P | 2013-01-01 | 2015-06-30 | $113,641 | $54,188 | $59,453 | $59,453 |
| Publicly Traded Securities (4070) LT | P | 2013-01-01 | 2015-06-30 | $16,304 | $16,304 | $16,304 | |
| Publicly Traded Securities (4071) ST | P | 2015-01-01 | 2015-06-30 | $160,700 | $135,812 | $24,888 | $24,888 |
| Publicly Traded Securities (4071) ST | P | 2013-01-01 | 2015-06-30 | $3,587,537 | $2,672,014 | $915,523 | $915,523 |
| Capital Gain Distributions | P | 2013-01-01 | 2015-06-30 | $13,155 | $13,155 | $13,155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,314,656 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $426,290 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,976,810 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $66,378,392 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05991 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,031,163 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $65,829,246 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06124 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,759,305 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $65,619,227 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05729 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,828,776 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $66,878,589 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05725 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,678,614 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $67,183,532 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05476 | DistributionYr5Rt |
| Total Distribution | 0.290443 | TotalDistributionRt |
| Average Distribution | 0.058089 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $62,442,903 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,627,246 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $29,458 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,656,704 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,808,305 | 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 | $29,458 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,458 | SubtotalAmt |
| Tax Based On Investment Income | $29,458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $28,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $69,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $40,042 | OverpaymentAmt |
| Applied To ES Tax | $40,042 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph S Bradley | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7753230373 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 West Liberty Street | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | 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 | Yes (true) | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| Joseph S Bradley | ||||||
| 320 West Liberty Street | Reno | NV | 89501 | Co-Trustee | 20.00 | $216,000 |
| William O Bradley Jr | ||||||
| 320 West Liberty Street | Reno | NV | 89501 | Co-Trustee | 20.00 | $216,000 |
| Robert L Sims | ||||||
| 2890 Outlook Drive | Reno | NV | 89509 | Co-Trustee | 18.00 | $196,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Merrill Lynch | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One North Wacker Drive Suite 1950 | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Fees | ServiceTypeTxt |
| Compensation | $402,121 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,800,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,552,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $41,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,393,810 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $63,393,810 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $950,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,442,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,122,145 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,122,145 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,458 | TotalTaxAmt |
| Distributable Before Adj | $3,092,687 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,092,687 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,092,687 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,808,305 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,808,305 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $29,458 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,778,847 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,092,687 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $432,424 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $746,188 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,178,612 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,808,305 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,092,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $715,618 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,894,230 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,894,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $432,424 | ExcessFromYear2Amt |
| Excess From Year1 | $746,188 | ExcessFromYear1Amt |
| Excess From Current Year | $715,618 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The EL Cord Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 320 West Liberty | AddressLine1Txt |
| City | Reno | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7753230373 | RecipientPhoneNum |
| Form And Info And Materials | Applications should be mailed to the home office. Applicants must include the project description, amount requested and proof of tax exempt status. This is described in the "Cord Foundation Brochure". | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Any time throughout the year | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See Schedule E | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | See Schedule E | AddressLine1Txt |
| City | See Schedule E | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | Charitable | GrantOrContributionPurposeTxt |
| Amt | $3,683,300 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,683,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,751,430 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,314,656 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,745 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,070,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,070,831 | 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 Fees | CategoryTxt |
| Amt | $15,900 | Amt |
| Net Investment Income | $14,310 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,590 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $51,061 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $51,061 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PIMCO Basis Adj - OID | $18,362 | $20,578 | $19,443 |
| Prepaid tax based on investment income | $41,000 | $41,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Charges | $175 | $158 | $17 |
| General Office Expenses | $3,167 | $2,850 | $317 |
| Insurance | $1,253 | $1,128 | $125 |
| Janitor, Repairs & Maint. | $3,360 | $3,024 | $336 |
| Office Supplies & Equipment Expense | $25,441 | $22,897 | $2,544 |
| Postage & Shipping | $196 | $176 | $20 |
| Travel | $7,856 | $7,070 | $786 |
| Utilities & Telephone | $4,241 | $3,817 | $424 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Revenue And Expenses Per Books | $4,745 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,745 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Covered Call Options Tax Liability | Desc |
| BOY Book Value | $149,432 | BOYBookValueAmt |
| EOY Book Value | $187,512 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Certification Fees | $951 | $856 | $0 | $95 |
| Investment Fees | $402,121 | $361,909 | $0 | $40,212 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2014 Taxes | $44,149 | $39,734 | $4,415 |
| Additional Taxes | $69 | $62 | $7 |
| Employer FICA | $4,402 | $3,962 | $440 |
| Employer Medicare | $1,030 | $927 | $103 |
| Foreign Taxes | $15,063 | $13,557 | $1,506 |
| Other Taxes | $1,168 | $1,051 | $117 |
| Payroll Taxes | $349 | $314 | $35 |
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