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DON JACOBS SR CHARITABLE FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DON JACOBS SR CHARITABLE FOUNDATION INC (EIN 35-2373932)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-03
IRS object ID
201621249349100402
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-03T07:37:58-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN273858252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DEAN DORTON ALLEN FORD PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1106 W VINE STREET SUITE 600AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40507ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352373932EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DON JACOBS CHARITABLE FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O KAREN WESTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDONJBusinessNameControlTxt
Phone8599773209PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12333 ALEXANDRIA DRIVE NO 300AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40504ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDON L JACOBS SRPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8599773209PhoneNum
Signature2016-04-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUGLAS DEANPreparerPersonNm
PTINP00167070PTIN
Phone8592552341PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$309,902FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$16InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$22,902DividendsRevAndExpnssAmt
Dividends Net Invst Incm$22,902DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$22,918TotalRevAndExpnssAmt
Total Net Invst Incm$22,918TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,740AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,370AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,370AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$2,740TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,370TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,370TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,134,403ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,134,403ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,137,143TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,370TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,135,773TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,114,225ExcessRevenueOverExpensesAmt
Net Investment Income$21,548NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$281,266SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$57,478SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$57,478SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$663,070CorporateStockBOYAmt
Corporate Stock EOY$223,411CorporateStockEOYAmt
Corporate Stock EOYFMV$249,440CorporateStockEOYFMVAmt
Other Assets BOY$2,964OtherAssetsBOYAmt
Other Assets EOY$2,984OtherAssetsEOYAmt
Other Assets EOYFMV$2,984OtherAssetsEOYFMVAmt
Total Assets BOY$947,300TotalAssetsBOYAmt
Total Assets EOY$283,873TotalAssetsEOYAmt
Total Assets EOYFMV$309,902TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$947,300RetainedEarningBOYAmt
Retained Earning EOY$283,873RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$947,300TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$283,873TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$947,300TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$283,873TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$947,300TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,114,225ExcessRevenueOverExpensesAmt
Other Increases$450,798OtherIncreasesAmt
Subtotal$283,873SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$283,873TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$676,236AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,717,873NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.393647DistributionYr1Rt
Adjusted Qlfy Distri Yr2$236,159AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,475,549NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.160048DistributionYr2Rt
Adjusted Qlfy Distri Yr3$264,742AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,607,189NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.164724DistributionYr3Rt
Adjusted Qlfy Distri Yr4$891,535AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,117,367NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.421058DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,767,316AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,803,534NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.630389DistributionYr5Rt
Total Distribution1.769866TotalDistributionRt
Average Distribution0.353973AverageDistributionRt
Net Vl Noncharitable Assets$889,980NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$315,029AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$215NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$315,244AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,135,773QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$215InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$215SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$215TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$991EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$991TotalPaymentsAndCreditsAmt
Overpayment$776OverpaymentAmt
Applied To ES Tax$776AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateKYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8599773209PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12333 ALEXANDRIA DRIVE NO 300AddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40504ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DON L JACOBS SR
120 PROSPEROUS PLACE SUITE 300LEXINGTONKY40509PRESIDENT, DIRECTOR1.00$0$0$0
CATHY JACOBS
120 PROSPEROUS PLACE SUITE 300LEXINGTONKY40509DIRECTOR0.50$0$0$0
KAREN L WEST
120 PROSPEROUS PLACE SUITE 300LEXINGTONKY40509TREASURER, DIRECTOR1.00$0$0$0
DOUG DEAN
120 PROSPEROUS PLACE SUITE 300LEXINGTONKY40509DIRECTOR0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$802,136AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$101,397AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$903,533TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$903,533AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,553CashDeemedCharitableAmt
Net Vl Noncharitable Assets$889,980NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,499MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,499MinimumInvestmentReturnAmt
Tax Based On Investment Income$215TaxBasedOnInvestmentIncomeAmt
Total Tax$215TotalTaxAmt
Distributable Before Adj$44,284DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,284DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,284DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,135,773ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,135,773QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$215PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,135,558AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,284DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,280,441ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$791,611ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$185,295ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$163,065ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$591,170ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,011,582TotalExcessDistributionCyovAmt
Qualifying Distributions$1,135,773QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,284AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,091,489RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,103,071TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,280,441ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,822,630ExcessDistriCyovToNextYrAmt
Excess From Year4$791,611ExcessFromYear4Amt
Excess From Year3$185,295ExcessFromYear3Amt
Excess From Year2$163,065ExcessFromYear2Amt
Excess From Year1$591,170ExcessFromYear1Amt
Excess From Current Year$1,091,489ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDON L JACOBS SRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE HOPE CENTER
360 W LOUDON AVELEXINGTONKY40508NONEPUBLICSUBSIDY$12,800
BOY SCOUTS OF AMERICA
3445 RICHMOND RDLEXINGTONKY40509NONEPUBLICSUBSIDY$1,700
SAYRE SCHOOL
194 NORTH LIMESTONE STREETLEXINGTONKY40507NONEPUBLICSUBSIDY$1,000
LEXINGTON OPERA SOCIETY INC
PO BOX 8463LEXINGTONKY40533NONEPUBLICSUBSIDY$5,120
ONE PARENT SCHOLAR HOUSE
PO BOX 1458LEXINGTONKY40588NONEPUBLICSUBSIDY$9,576
THE LEXINGTON DREAM FACTORY
PO BOX 707LEXINGTONKY40588NONEPUBLICSUBSIDY$1,750
UNIVERSITY OF KENTUCKY
WILLIAM B STURGILL DEV BLDGLEXINGTONKY40506NONEPUBLICSUBSIDY$1,090,457
WORLD VENTURES FOUNDATION
5100 TENNYSON PARKWAYPLANOTX75024NONEPUBLICSUBSIDY$12,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,134,403TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,902ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$22,918ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,918TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,740Amt
Net Investment Income$1,370NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,370DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990-PF, PART XIIIFormAndLineReferenceDesc
Medium ExplanationCARRYOVER OF EXCESS DISTRIBUTIONS FROM PRIOR YEAR HAS BEEN CORRECTED BY REDUCING IT BY $343,065.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock3,200 SHS EXXON MOBIL CORPStockNm
EOY Book Value$223,411EOYBookValueAmt
EOYFMV$249,440EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescREIMBURSEMENT RECEIVABLEDesc
BOY Book Value$2,964BOYBookValueAmt
EOY Book Value$2,984EOYBookValueAmt
EOYFMV$2,984EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON STOCK GIFTDesc
Amt$450,798Amt

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