FURP.ORG / PUBLIC DATA EXPLORER

ELIZABETH HOOK ARMSTRONG FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
ELIZABETH HOOK ARMSTRONG FOUNDATION (EIN 77-0547321)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-03-08
IRS object ID
201640689349100014
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-03-08T15:22:45-08:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Finn & Cohen CPAs APCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1425 Pacific Street Suite 302AddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770547321EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Elizabeth Hook Armstrong FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELIZBusinessNameControlTxt
Phone8313752327PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1205 Mar Vista DriveAddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJeffrey W GormanPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2016-03-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMark Kintz CPAPreparerPersonNm
PTINP00966850PTIN
Phone8313755166PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$938,293FMVAssetsEOYAmt
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$25InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$25InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$14,785DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,785DividendsNetInvstIncmAmt
Dividends Adj Net Incm$14,785DividendsAdjNetIncmAmt
Total Rev And Expnss$14,810TotalRevAndExpnssAmt
Total Net Invst Incm$14,810TotalNetInvstIncmAmt
Total Adj Net Incm$14,810TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,095AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$219AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$176TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$1,997OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$399OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,268TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$618TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,810ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,810ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$49,078TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$618TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,810TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,268ExcessRevenueOverExpensesAmt
Net Investment Income$14,192NetInvestmentIncomeAmt
Adjusted Net Income$14,810AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$245,747CashBOYAmt
Cash EOY$211,479CashEOYAmt
Cash EOYFMV$211,479CashEOYFMVAmt
Corporate Stock BOY$499,524CorporateStockBOYAmt
Corporate Stock EOY$499,524CorporateStockEOYAmt
Corporate Stock EOYFMV$726,814CorporateStockEOYFMVAmt
Total Assets BOY$745,271TotalAssetsBOYAmt
Total Assets EOY$711,003TotalAssetsEOYAmt
Total Assets EOYFMV$938,293TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$745,271UnrestrictedBOYAmt
Unrestricted EOY$711,003UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$745,271TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$711,003TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$745,271TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$711,003TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$745,271TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,268ExcessRevenueOverExpensesAmt
Subtotal$711,003SubtotalAmt
Tot Net Ast Or Fund Balances EOY$711,003TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$34,754AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$938,898NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03702DistributionYr1Rt
Adjusted Qlfy Distri Yr2$34,835AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$859,267NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04054DistributionYr2Rt
Adjusted Qlfy Distri Yr3$33,656AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$788,143NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04270DistributionYr3Rt
Adjusted Qlfy Distri Yr4$33,428AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$791,990NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04221DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,639AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$753,593NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.02341DistributionYr5Rt
Total Distribution0.185874TotalDistributionRt
Average Distribution0.037175AverageDistributionRt
Net Vl Noncharitable Assets$965,704NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,900AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$142NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,042AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,810QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$142InvestmentIncomeExciseTaxAmt
Subtotal$142SubtotalAmt
Tax Based On Investment Income$142TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$280EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$280TotalPaymentsAndCreditsAmt
Overpayment$138OverpaymentAmt
Applied To ES Tax$138AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Jeffrey W GormanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8313752327PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1205 Mar Vista DriveAddressLine1Txt
CityMontereyCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93940ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Walter Mcullough
1637 Emerson StreetPalo AltoCA94301President0.20$0
Brian Steckler
25777 Tierra Grande DriveCarmelCA93923Secretary0.30$0
Mike Kelly
PO Box 222634CarmelCA93922Trustee0.20$0
Jeffrey W Gorman
205 Mar Vista DriveMontereyCA93940Treasurer1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$732,913AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$247,497AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$980,410TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$980,410AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,706CashDeemedCharitableAmt
Net Vl Noncharitable Assets$965,704NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,285MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,285MinimumInvestmentReturnAmt
Tax Based On Investment Income$142TaxBasedOnInvestmentIncomeAmt
Total Tax$142TotalTaxAmt
Distributable Before Adj$48,143DistributableBeforeAdjAmt
Distributable Before Ded$48,143DistributableBeforeDedAmt
Distributable As Adjusted$48,143DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,810ExpensesAndContributionsAmt
Qualifying Distributions$45,810QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$142PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,668AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$48,143DistributableAsAdjustedAmt
Undistributed Income PY$45,805UndistributedIncomePYAmt
Qualifying Distributions$45,810QualifyingDistributionsAmt
Applied To Year1$45,805AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5AppliedToCurrentYearAmt
Undistributed Income CY$48,138UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonNoneRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 5692AddressLine1Txt
CityCarmelCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93921ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8312776222RecipientPhoneNum
Recipient Email AddressnoneRecipientEmailAddressTxt
Form And Info And MaterialsElizabeth Hook Armstrong Foundation Application FormFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsAs stated in the Articles of Incorporation, grant benefits are for programs that serve students with special needs who are, will be, or have been enrolled at the AB Ingham School ( a special needs program administered by the Monterey County Office of Education).RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Christine Marie's STAR Riders
2115 N fremont StreetMontereyCA93940Foundation beneficiaryPCTherapeutic riding for handicapped children$20,000
AB Ingham School
47 San Benancio RoadSalinasCA93908Foundation beneficiaryGOVHandicapped education$13,000
Josephine Kerns Memorial Pool
15 Portola AvenueMontereyCA93940Foundation beneficiaryPCHandicapped exercise$12,810
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,810TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,785ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,810ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,810TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$1,095Amt
Net Investment Income$219NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ASF Dues$750$150
Insurance$1,191$238
PO Box$56$11

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
Ca Attorney General$25
FTB$10
IRS$141