DAVID AND CAROL O DELL FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DAVID AND CAROL O DELL FAMILY FOUNDATION (EIN 26-6606804)
- Tax period
- 2014-12-01 to 2015-11-30
- Filed
- 2016-08-09
- IRS object ID
- 201642229349100814
- Schema version
- 2014v6.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-09T10:18:21-07:00 | ReturnTs |
| Tax Period End | 2015-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELCO TAX ADVISORY GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 Rollingwood Dr | AddressLine1Txt |
| City | Shorewood | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 266606804 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David and Carol O'Dell Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 7034031360 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24610 W Manor Drive | AddressLine1Txt |
| City | Shorewood | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60404 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL ODELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7034031360 | PhoneNum |
| Signature | 2016-08-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD WACEK | PreparerPersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | 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 | $332,128 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,012 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,411 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $340,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,411 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $1,623 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $98,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,438 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,623 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,150 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $15 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $136 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $136 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,615 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,615 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,982 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,982 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,603 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,603 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,585 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,982 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,603 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $68,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,456 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,623 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,457 | CashBOYAmt |
| Cash EOY | $4,084 | CashEOYAmt |
| Cash EOYFMV | $4,084 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $188,987 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $188,987 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $183,293 | CorporateStockBOYAmt |
| Corporate Stock EOY | $140,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $139,057 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,661 | CorporateBondsBOYAmt |
| Total Assets BOY | $259,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $333,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $332,128 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $25,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $239,585 | UnrestrictedBOYAmt |
| Unrestricted EOY | $308,438 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $239,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $308,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $259,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $333,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $239,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $68,853 | ExcessRevenueOverExpensesAmt |
| Subtotal | $308,438 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $308,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Various Long Term Investments | P | 2014-08-20 | 2015-08-21 | $246,457 | $0 | $160,669 | $85,788 | $0 | $0 | $0 | $85,788 |
| Various Short Term Investments | P | 2015-02-28 | 2015-08-28 | $93,737 | $0 | $92,114 | $1,623 | $0 | $0 | $0 | $1,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,411 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,623 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $296,953 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071729 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $19,941 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $245,563 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081205 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $34,975 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $247,099 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.141542 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $198,978 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.289982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,063 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $186,013 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.102482 | DistributionYr5Rt |
| Total Distribution | 0.686940 | TotalDistributionRt |
| Average Distribution | 0.137388 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $337,575 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,379 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $865 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,244 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $21,603 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,729 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,729 | SubtotalAmt |
| Tax Based On Investment Income | $1,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $150 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $150 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $150 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,579 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | 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 | RICHARD WACEK | IndividualWithBooksNm |
| Phone | 7034031360 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3601 Pickett Road Unit 2528 | AddressLine1Txt |
| City | Fairfax | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22031 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID O'DELL | ||||||||
| 24610 Manor Drive | Shorewood | IL | 60404 | Trustee | 5.00 | $575 | $2,500 | $0 |
| CAROL O'DELL | ||||||||
| 24610 Manor Drive | Shorewood | IL | 60404 | Trustee | 5.00 | $575 | $2,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $218,865 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $123,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $342,716 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $342,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $337,575 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,729 | TotalTaxAmt |
| Distributable Before Adj | $15,150 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,150 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,150 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,603 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $21,603 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $21,603 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,150 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,712 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $9,885 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $47,867 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,996 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,759 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,300 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $108,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $21,603 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $21,603 | RemainingDistriFromCorpusAmt |
| Total Corpus | $130,410 | TotalCorpusAmt |
| Taxable2 | $14,712 | Taxable2Amt |
| Undistributed Income CY | $15,150 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,885 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $120,525 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,867 | ExcessFromYear4Amt |
| Excess From Year3 | $21,996 | ExcessFromYear3Amt |
| Excess From Year2 | $7,759 | ExcessFromYear2Amt |
| Excess From Year1 | $21,300 | ExcessFromYear1Amt |
| Excess From Current Year | $21,603 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Cedar Lake Ministries | ||||||
| 13701 Lauerman | Cedar Lake | IN | 46303 | 501(c) | General Purpose | $20,200 |
| CRU | ||||||
| 100 Lake Hart Drive | Orlando | FL | 32832 | 501(c) | General Purpose | $200 |
| God Water | ||||||
| 10124 Northcate Ct | St John | IN | 46373 | 501(c) | General Purpose | $1,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,603 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,012 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $87,411 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $94,423 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $94,423 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | Investment income used for supporting various 501c(3) organizations | RelationshipStatementTxt |
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 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Equity investments | AssetDesc |
| Acquired | 2014-08 | AcquiredDt |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2014-08 | SoldDt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIDELITY INVESTMENTS | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $340,194 | GrossSalesPriceAmt |
| Basis | $252,783 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $87,411 | TotalNetAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Additional Sundry Expenses | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $60 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $136 | Amt |
| Net Investment Income | $136 | NetInvestmentIncomeAmt |
Comments