JOHN AND HANNA HINDMARSH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOHN AND HANNA HINDMARSH FOUNDATION (EIN 72-1383033)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201631349349102013
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T11:51:02-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561612071 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CRAIG BARRY & POSTON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 NORTH LAFAYETTE | AddressLine1Txt |
| City | SHELBY | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28150 | 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 | 721383033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN & HANNAH HINDMARSH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 7044732752 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2410 CLEAR RIDGE DR | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77339 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER HINDMARSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7044732752 | PhoneNum |
| Signature | 2016-05-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SALLIE M CRAIG CPA | PreparerPersonNm |
| PTIN | P00649536 | PTIN |
| Phone | 7044875111 | PhoneNum |
| Preparation | 2016-05-06 | 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 | $603,685 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $14,257 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,257 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $14,257 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $97,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,544 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $248 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $33,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,808 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $14,512 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $690 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $8,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,971 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $198 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $647 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $11,095 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $11,095 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23,723 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $981 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,920 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,920 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,444 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,920 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$49,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,071 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $14,512 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,775 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,775 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $502,289 | CorporateStockBOYAmt |
| Corporate Stock EOY | $454,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $596,910 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,045 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,596 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,095 | LandBOYAmt |
| Land EOY | $1,449 | LandEOYAmt |
| Total Assets BOY | $512,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $463,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $603,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $512,728 | RetainedEarningBOYAmt |
| Retained Earning EOY | $463,092 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $512,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $463,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $512,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $463,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $512,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$49,636 | ExcessRevenueOverExpensesAmt |
| Subtotal | $463,092 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $463,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BARCLAYS | P | 2014-10-09 | 2015-06-16 | $2,701 | $2,428 | $273 | $273 |
| NOVARTIS | P | 2012-08-17 | 2015-11-03 | $4,321 | $2,902 | $1,419 | $1,419 |
| P | 2015-05-05 | 2015-05-05 | $21 | $21 | $21 | ||
| PEPSICO | P | 2012-08-16 | 2015-11-03 | $4,427 | $3,237 | $1,190 | $1,190 |
| SOUTH32 OTD | P | 2015-05-29 | 2015-06-09 | $260 | $306 | -$46 | -$46 |
| PROCTER AND GAMBLE | P | 2009-08-28 | 2015-11-03 | $2,604 | $1,805 | $799 | $799 |
| ALPHABET INC | P | 2011-05-17 | 2015-11-03 | $2,873 | $1,060 | $1,813 | $1,813 |
| ROYAL BANK OF CANADA | P | 2013-05-01 | 2015-06-10 | $10,082 | $8,869 | $1,213 | $1,213 |
| APPLE INC | P | 2013-02-20 | 2015-04-10 | $2,652 | $1,360 | $1,292 | $1,292 |
| SANOFI | P | 2011-03-03 | 2015-11-03 | $3,304 | $2,372 | $932 | $932 |
| BANK OF AMERICA | P | 2013-05-14 | 2015-01-06 | $4,174 | $3,257 | $917 | $917 |
| SAP SE | P | 2012-04-25 | 2015-11-03 | $3,126 | $2,559 | $567 | $567 |
| BARCLAYS | P | 2013-05-21 | 2015-04-10 | $6,563 | $5,303 | $1,260 | $1,260 |
| TOYOTA | P | 2012-08-03 | 2015-09-14 | $10,269 | $6,911 | $3,358 | $3,358 |
| BERKSHIRE HATHAWAY | P | 2012-07-23 | 2015-01-06 | $4,404 | $2,516 | $1,888 | $1,888 |
| UBS | P | 2014-06-10 | 2015-11-03 | $6,842 | $5,301 | $1,541 | $1,541 |
| BHP BILLITON | P | 2012-07-23 | 2015-06-10 | $3,705 | $5,346 | -$1,641 | -$1,641 |
| CHEVRON CORP | P | 1970-08-01 | 2003-05-08 | $5,083 | $5,947 | -$864 | -$864 |
| CISCO SYS | P | 2013-02-25 | 2015-11-03 | $2,222 | $1,635 | $587 | $587 |
| CITIGROUP | P | 2013-05-14 | 2015-11-03 | $2,755 | $2,543 | $212 | $212 |
| DAIMLER | P | 2013-09-10 | 2015-11-03 | $4,485 | $3,868 | $617 | $617 |
| INTEL | P | 2009-08-26 | 2015-11-03 | $4,143 | $2,463 | $1,680 | $1,680 |
| LVMH NOET HENNESSY VUITTON | P | 2012-08-13 | 2015-06-09 | $6,028 | $5,512 | $516 | $516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,544 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $248 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $24,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $681,927 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035194 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,720 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $582,293 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052757 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $617,573 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058131 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $705,464 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029768 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $651,925 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038041 | DistributionYr5Rt |
| Total Distribution | 0.213891 | TotalDistributionRt |
| Average Distribution | 0.042778 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $648,985 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $27,762 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $121 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $27,883 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,920 | 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 | $121 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $121 | SubtotalAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $121 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROGER T HINDMARSH | IndividualWithBooksNm |
| Phone | 7044732752 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2410 CLEAR RIDGE DR | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77339 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ROGER HINDMARSH | ||||||||
| 2410 CLEAR RIDGE DR | KINGWOOD | TX | 77339 | PRESIDENT | 8.00 | $300 | $0 | $0 |
| SUSAN SCHAUER | ||||||||
| 3618 STATE ROAD | VERMILION | OH | 44089 | DIRECTOR | 5.00 | $300 | $0 | $0 |
| NANCY HINDMARSH | ||||||||
| PO BOX 384 | HASTINGS | PA | 16646 | DIRECTOR | 5.00 | $300 | $0 | $0 |
| SAMUEL HINDMARSH | ||||||||
| 5155 GLENHAVEN AVE | RIVERSIDE | CA | 92506 | SECRETARY | 5.00 | $300 | $0 | $0 |
| VICTORIA HINDMARSH | ||||||||
| 24181 KELLY ST | PORTER | TX | 77365 | ASST TREASUR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $645,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,783 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $658,868 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $658,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $648,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,449 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,449 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $121 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $121 | TotalTaxAmt |
| Distributable Before Adj | $32,328 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $32,328 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $32,328 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,920 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,920 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $121 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,799 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,328 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,233 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr3 | $5,421 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,165 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $7,586 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,920 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,233 | AppliedToYear1Amt |
| Applied To Current Year | $32,328 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,359 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,945 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $9,945 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,421 | ExcessFromYear3Amt |
| Excess From Year2 | $2,165 | ExcessFromYear2Amt |
| Excess From Current Year | $2,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROGER T HINDMARSH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2410 CLEAR RIDGE DR | AddressLine1Txt |
| City | KINGWOOD | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77339 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7044732752 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS SHOULD BE IN WRITING, BUT NO FORMAL APPLICATION IS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JDRF | ||||||
| 1 | HOUSTON | TX | 77057 | PUBLIC | RESEARCH/EDUCATION | $1,000 |
| YMCA LAKE HOUSTON | ||||||
| 3 | KINGWOOD | TX | 77339 | PUBLIC | OPERATIONAL NEEDS | $2,000 |
| KINGWOOD POPS ORCHESTRA | ||||||
| 5 | KINGWOOD | TX | 77325 | PUBLIC | ORCHESTRA OPERATIONS | $2,000 |
| CLEV CTY HUMANE SOCIETY | ||||||
| 7 | SHELBY | NC | 28150 | PUBLIC | CARE FOR STRAY ANIMALS | $4,000 |
| ST VINCENT SEMINARY | ||||||
| 11 | LATROBE | PA | 15650 | PUBLIC | EDUCATION | $300 |
| ST BERNARD CATHOLIC CH | ||||||
| 12 | HASTINGS | PA | 16646 | PUBLIC | OPERATIONS/COMMUNITY NEED | $2,600 |
| SALVATION ARMY | ||||||
| 13 | HASTINGS | PA | 16646 | PUBLIC | COMMUNITY NEED | $250 |
| REMEMBERING ADAM INC | ||||||
| 14 | HASTINGS | PA | 16646 | PUBLIC | EDUCATION SUBSTANCE ABUSE | $250 |
| CARMELITE NUNS | ||||||
| 16 | LORETTO | PA | 15940 | PUBLIC | IMPROVEMENTS | $1,100 |
| WORLD VISION | ||||||
| 17 | FEDERAL WAY | WA | 98063 | PUBLIC | HOUSE CONSTRUCTION/ANIMALS/SCHOOL | $2,420 |
| ST HUGH OF GRENABLE CHURC | ||||||
| 18 | GREENBELT | MD | 20770 | PUBLIC | COMMUNITY NEED | $300 |
| QUEEN OF PEACE CHURCH | ||||||
| 19 | PATTON | PA | 16668 | PUBLIC | IMPROVEMENTS | $300 |
| ERIE SHORES HUMANE SOCIETY | ||||||
| 20 | ELYRIA | OH | 44036 | PUBLIC | SHELTER OPERATION | $2,000 |
| TEXAS LIONS CAMP | ||||||
| 25 | KERRVILLE | TX | 78029 | PUBLIC | JUVENILE DIABETES CAMP OPERATIONS | $2,000 |
| HASTINGS UNITED METHODIST CHURCH | ||||||
| 26 | HASTINGS | PA | 16646 | PUBLIC | IMPROVEMENTS | $300 |
| EASTRIDGE HARMONY CHURCH | ||||||
| 27 | WESTOVER | PA | 16692 | PUBLIC | IMPROVEMENTS | $300 |
| AMERICAN RED CROSS VIRGINIA | ||||||
| 28 | LYNCHBURG | VA | 24502 | PUBLIC | LOCAL HELP | $1,000 |
| JUNIOR CHARITY LEAGUE OF SHELBY | ||||||
| 29 | SHELBY | NC | 28150 | PUBLIC | CLOTHE CHILDREN | $2,000 |
| VERMILLION TOWNSHIP FIRE FIGHTERS | ||||||
| 31 | VERMILLION | OH | 44089 | PUBLIC | RESCUE GEAR | $2,000 |
| SYMPHONY NORTH INC | ||||||
| 32 | HOUSTON | TX | 77008 | PUBLIC | ORCHESTRA OPERATIONS | $2,000 |
| CHURCH OF JESUS CHRIST OF LATTER DS | ||||||
| 33 | KINGWOOD | TX | 77339 | PUBLIC | ENHANCE SCOUTING PRORGAM /HUMANITARI | $4,500 |
| ATASCOCITA BANK BOOSTERS | ||||||
| 34 | HUMBLE | TX | 73346 | PUBLIC | SUPPORT TO PUBLIC SCHOOL BANDS | $2,000 |
| HISTORIC LYME VILLAGE ASSOC | ||||||
| 35 | BELLEVUE | OH | 44811 | PUBLIC | HISTORIC PRESERVATION | $2,000 |
| HASTING BOROUGH | ||||||
| 36 | HASTINGS | PA | 16646 | PUBLIC | POROUGH IMPROVEMENTS | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,920 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,257 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,544 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,264 | ExclusionAmt |
| Related Or Exempt Function Incm | $19,544 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,808 | 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 | TAX PREPARATION | CategoryTxt |
| Amt | $690 | Amt |
| Net Investment Income | $690 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| OFFICE EQUIPMENT | 2010-01-01 | $5,812 | $5,812 | S/L | 5.0000 | |
| OFFICE EQUIPMENT | 2011-01-01 | $818 | $654 | S/L | 5.0000 | $164 |
| OFFICE EQUIPMENT | 2014-01-01 | $2,415 | $483 | S/L | 5.0000 | $483 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | FIDELITY | StockNm |
| EOY Book Value | $454,868 | EOYBookValueAmt |
| EOYFMV | $596,910 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $9,045 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,596 | AccumulatedDepreciationAmt |
| Book Value | $1,449 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| FOREIGN TAX | $981 | $981 |
| OFFICE SUPPLIES | $141 | |
| BANK CHARGES | $18 | |
| MISCELLANEOUS | $40 | |
| OCCUPANCY | $22,000 | |
| INSURANCE | $543 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES | CategoryTxt |
| Amt | $8,971 | Amt |
| Net Investment Income | $8,971 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $198 | Amt |
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