ARTHUR D AND DIANNA L HURTADO FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR D AND DIANNA L HURTADO FOUNDATION (EIN 46-1451919)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-05
- IRS object ID
- 201503099349100230
- Schema version
- 2014v5.0
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-05T13:31:09-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461451919 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Arthur D and Dianna L Hurtado Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | arthur hurtado | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $982,249 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $718 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $718 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,261 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,261 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,920 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,979 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $350 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,198 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,875 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,323 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $198 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $145 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $90 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $90 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,028 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $164 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,864 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,864 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,627 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,364 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $53,127 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,795 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $753,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $341,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $341,089 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $204,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $577,002 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $583,510 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $57,650 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,007,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $968,091 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $982,249 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,007,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $968,091 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,007,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $968,091 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,007,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $968,091 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,007,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,082 | ExcessRevenueOverExpensesAmt |
| Subtotal | $968,091 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $968,091 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $19,920 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,617 | CostOrOtherBasisAmt |
| Gain Or Loss | -$697 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$697 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$697 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,125 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $999,436 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.00813 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $248,716 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.00813 | TotalDistributionRt |
| Average Distribution | 0.004065 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,014,371 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,123 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,171 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $53,127 | 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 | $48 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $48 | SubtotalAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $98 | AppliedToEsTaxAmt |
| Total Payments And Credits | $98 | TotalPaymentsAndCreditsAmt |
| Overpayment | $50 | OverpaymentAmt |
| Applied To ES Tax | $50 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
|---|---|---|---|---|---|---|
| Arthur D Hurtado | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 16.0 | $0 |
| Dianna Lynn Hurtado | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROJECT DEDICATED TO TRANSLATING THEOLOGICAL MATERIALS FROM ENGLISH TO SPANISH; AND TO PROVIDING THEOLOGICAL TRAINING TO PROFESSORS, SEMINARIANS AND PASTORS FROM & IN LATIN AMERICA. | Description1Txt |
| Expenses1 | $440 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $505,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $524,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,029,818 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,029,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,447 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,014,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,719 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,719 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48 | TotalTaxAmt |
| Distributable Before Adj | $50,671 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $50,671 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $50,671 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $53,127 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $53,127 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $53,079 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,671 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,308 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Qualifying Distributions | $53,127 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,308 | AppliedToYear1Amt |
| Applied To Current Year | $9,819 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $40,852 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Arthur D Hurtado | ContributingManagerNm |
| Contributing Manager | Dianna Lynn Hurtado | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIBLICA INC | |||||||
| 1820 JET STREAM DR | COLORADO SPGS | CO | 80921 | N/A | PC | General & Unrestricted | $20,000 |
| LUIS PALAU ASSOCIATION | |||||||
| 1500 NW 167TH PL | BEAVERTON | OR | 97006 | N/A | PC | Luis Palau Evangelism and the New York City 2015 Festival | $17,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $718 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$697 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,282 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,282 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Judd Charles B | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8199 Spring Hill Farm Drive | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BANK AMER CORP LEVERAGED INDEX | BondNm |
| EOY Book Value | $50,000 | EOYBookValueAmt |
| EOYFMV | $57,650 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (248 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD. | $525 | $444 |
| ACADIA HEALTHCARE CO INC | $183 | $245 |
| ACCOR SA LTD S/ADR | $479 | $408 |
| ACORDA THERAPEUTICS, INC. | $418 | $450 |
| ACUITY BRANDS INC | $406 | $420 |
| ADVISORY BOARD COMPANY | $384 | $294 |
| AKZO NOBEL NV-ADR | $555 | $502 |
| ALIBABA GROUP HOLDING LIMITED | $1,674 | $1,871 |
| ALIGN TECHNOLOGY, INC. | $380 | $391 |
| ALLIANZ SE ADR | $504 | $497 |
| ALLSTATE CORP | $2,602 | $3,302 |
| ALTERA CORPORATION | $217 | $222 |
| AMAZON COM | $4,803 | $4,035 |
| AMERICAN EXPRESS CO | $1,643 | $1,675 |
| AMGEN INC | $2,287 | $2,867 |
| ANACOR PHARMACEUTICALS INC | $243 | $355 |
| ANALOG DEVICES INC. | $413 | $444 |
| ANHEUSER BUSCH COS INC | $602 | $674 |
| ANSYS INC. | $220 | $246 |
| ARCHER DANIELS MDLND | $2,612 | $3,172 |
| ARM HOLDINGS PLC | $2,683 | $2,593 |
| ARTISAN PARTNERS ASSET MANAGEM | $500 | $404 |
| ARUBA NEWWORKS INC | $217 | $200 |
| ASML HOLDING NV NY REG SHS | $348 | $431 |
| ASPEN TECHNOLOGY, INC | $371 | $280 |
| ASTELLAS PHARMA INC | $440 | $503 |
| AT&T, INC | $2,581 | $2,620 |
| AUTODESK, INC. | $2,520 | $2,943 |
| AUTOMATIC DATA PROCESSING INC. | $756 | $917 |
| AXA ADS | $455 | $412 |
| BANK NEW YORK MELLON CORP COM | $2,618 | $3,124 |
| BARCLAYS PLC ADR | $693 | $645 |
| BASF AG SPONS ADR | $517 | $417 |
| BAXTER INTERNATIONAL INC. | $2,636 | $2,858 |
| BAYER A G SPONSORED ADR | $530 | $547 |
| BB&T CP | $2,679 | $2,567 |
| BG GROUP PLC ADS | $813 | $615 |
| BHP BILLITON LIMITED | $839 | $615 |
| BNP PARIBAS SPONS ADR | $673 | $529 |
| BRITISH AMERICAN TOBACCO PLC | $534 | $539 |
| BROADCOM CORPORATION | $2,635 | $3,683 |
| BUFFALO WILD WINGS, INC. | $457 | $541 |
| BURBERRY GROUP PLC | $428 | $454 |
| CARDINAL HEALTH INC. | $2,606 | $2,906 |
| CAVIUM INC. | $536 | $742 |
| CELLADON CORP | $185 | $352 |
| CENTENE CORP | $324 | $519 |
| CENTRICA | $243 | $190 |
| CHART INDUSTRIES, INC. | $391 | $171 |
| CHEMTURA CORPORATION | $209 | $198 |
| CHEUNG KONG HLDGS LTD ADR | $598 | $635 |
| CHEVRON CORP | $2,547 | $2,468 |
| CHIMERIX INC | $185 | $242 |
| CHINA CONSTRUCT UNSPON ADR | $180 | $230 |
| CHUYS HOLDINGS INC | $204 | $177 |
| CISCO SYSTEMS INC | $6,750 | $8,652 |
| CNOOC LTD ADS | $152 | $135 |
| COCA-COLA CO | $2,886 | $3,167 |
| COGNEX CORPORATION | $474 | $537 |
| COHERENT INC CAL | $476 | $425 |
| COLFAX CORPORATION | $846 | $619 |
| COMMVAULT SYSTEMS, INC. | $163 | $155 |
| COMPAGNIE FINANCIERE RICHEMONT | $498 | $479 |
| CONOCOPHILLIPS | $2,635 | $2,693 |
| CORNERSTONE ONDEMAND | $400 | $246 |
| CREDIT SUISSE GROUP ADR | $579 | $477 |
| CUBIST PHARMACEUTICALS, INC. | $237 | $302 |
| CVS CAREMARK CORP. | $2,657 | $3,467 |
| CYBERONICS, INC. | $178 | $167 |
| DBS GROUP HLDGS SPON ADR | $345 | $436 |
| DECKERS OUTDOOR CORPORATION | $396 | $455 |
| DEXCOM, INC. | $362 | $385 |
| DIAGEO PLC ADS | $357 | $342 |
| DIAMONDBACK ENERGY INC | $193 | $179 |
| DJIA LIRN ISSUE RBC | $74,999 | $71,326 |
| DOMINOS PIZZA INC | $315 | $377 |
| DU PONT DE NEMOURS | $2,589 | $2,884 |
| DWS FLOATING RATE PLS FD | $105,912 | $101,703 |
| DWS INVESTMENT TR DWS SHORT DU | $102,752 | $99,373 |
| EAST JAPAN RAILWAY C | $362 | $378 |
| EDISION INTL | $2,597 | $3,274 |
| ELECTRONICS FOR IMAGING, INC. | $178 | $171 |
| EMCOR GROUP INC. | $275 | $267 |
| ENSTAR GROUP INC | $137 | $153 |
| ENTANTA PHARMACEUTICALS INC | $199 | $254 |
| ESSILOR INTL ADR | $152 | $167 |
| EVERTEC INC | $178 | $155 |
| EXPEDITORS INTL WASH INC. | $2,556 | $2,944 |
| FACEBOOK INC | $4,571 | $5,227 |
| FACTSET RESH SYST INC. | $1,769 | $2,252 |
| FANUC LIMITED UNSPONSORED | $390 | $385 |
| FINISAR CORPORATION | $388 | $291 |
| FORTINET INC | $475 | $613 |
| FRESENIUS MED CAR AG | $305 | $334 |
| GENESCO INC. | $761 | $766 |
| GEO GROUP INC | $439 | $565 |
| GEOSPACE TECHNOLOGIES CORP | $438 | $159 |
| GOOGLE INC CL A | $2,409 | $2,123 |
| GOOGLE INC CL C | $2,401 | $2,106 |
| GREENHILL & COMPANY INC | $1,154 | $916 |
| GROUPE DANONE ADS | $3,291 | $3,099 |
| GUIDEWIRE SOFTWARE INC | $187 | $253 |
| GULFPORT ENERGY CORP | $666 | $417 |
| HALLIBURTON COMPANY | $2,983 | $2,084 |
| HANG LUNG PROPERTIES-SP ADR | $239 | $252 |
| HENKEL KGAA PFD SHS ADR | $320 | $320 |
| HEXCEL CP DELAWARE | $439 | $415 |
| HMS HOLDINGS CORP | $267 | $275 |
| HOMEAWAY INC. | $340 | $328 |
| HONDA MOTOR CO LTD | $544 | $472 |
| HONDO MINERALS CORP | $221 | $228 |
| HSBC HOLDINGS PLC | $935 | $897 |
| HUNTSMAN CORP | $625 | $592 |
| IMPERIAL TOBACCO GRO | $324 | $350 |
| INDUSTRIAL & COM UNSP/ADR | $215 | $277 |
| ING GROUP N V SPONSORED ADR | $628 | $584 |
| INTEL CORP | $2,620 | $3,774 |
| INTRAWEST RESORTS HLDGS | $210 | $179 |
| INVENSENSE, INC | $253 | $179 |
| IPG PHOTONICS CORP | $347 | $375 |
| ISIS PHARMACEUTICALS, INC. | $190 | $370 |
| JETBLUE AIRWAYS CORP | $254 | $460 |
| JOHNSON & JOHNSON | $2,630 | $2,928 |
| JOHNSON CONTROLS INC. | $2,971 | $3,094 |
| KDDI CP UNSP ADR | $372 | $411 |
| KERYX BIOPHARMACEUTICALS | $183 | $170 |
| KOMATSU LTD. | $384 | $421 |
| KRAFT FOODS GROUP, INC. | $2,628 | $2,945 |
| KUBOTA CORPORATION | $462 | $507 |
| LAFARGE ADS | $442 | $419 |
| LANDSTAR SYSTEM | $299 | $363 |
| LIFELOCK | $329 | $296 |
| LOWES COMPANIES INC. | $4,980 | $6,880 |
| LVMH MOET HENN UNSP | $603 | $585 |
| MADDEN STEVEN LTD | $476 | $414 |
| MAKITA CORP | $358 | $315 |
| MANHATTAN ASSOCIATES INC | $205 | $244 |
| MARATHON OIL CORP COM | $2,614 | $2,207 |
| MARKS & SPENCER GRP ADR | $311 | $294 |
| MARSH AND MCLENNAN COMPANIES I | $2,640 | $3,034 |
| MARTIN MARIETTA MATLS INC. | $443 | $331 |
| MEDASSETS, INC. | $383 | $296 |
| MEDIDATA SOLUTIONS, INC. | $966 | $716 |
| MERCK & CO INC. | $4,161 | $4,202 |
| MGIC INVT CORP WI | $180 | $177 |
| MICROSOFT CORPORATION | $2,008 | $2,369 |
| MITSUBISHI CORP SPON | $185 | $184 |
| MITSUBISHI ESTATE CO ADR | $523 | $464 |
| MONDELEZ INTERNATIONAL INC | $2,635 | $2,797 |
| MONSTER BEVERAGE CORP | $2,455 | $3,792 |
| NATUS MEDICAL INCORPORATED | $173 | $216 |
| NESTLE S.A. | $957 | $948 |
| NIDEC CORPORATION ADR | $243 | $259 |
| NITTO DENKO ADR | $361 | $420 |
| NORTHROP GRUMMAN CORP | $2,594 | $3,095 |
| NORTHWEST PIPE COMPANY | $211 | $181 |
| NOVARTIS AG ADR | $3,584 | $4,077 |
| NOVO NORDISK A S | $3,034 | $2,835 |
| NPS PHARMACEUTICALS, INC | $182 | $215 |
| NUTRISYSTEM INC | $179 | $196 |
| OCCIDENTAL PETROLEUM CORP | $2,492 | $2,176 |
| OPHTHOTECH CORP | $190 | $224 |
| ORACLE CORP | $3,825 | $4,452 |
| PANTRY INC. | $170 | $408 |
| PAREXEL INTERNATIONAL CORPORAT | $164 | $167 |
| PFIZER INC. | $2,606 | $2,554 |
| PING AN INSURANCE | $204 | $265 |
| PINNACLE FOODS INC | $335 | $388 |
| PORTOLA PHARMACEUTICALS INC | $170 | $170 |
| PROASSURANCE CORP | $175 | $181 |
| PROCTER GAMBLE CO | $3,008 | $3,461 |
| PROOFPOINT INC | $379 | $434 |
| PROTO LABS INC | $172 | $134 |
| PRUDENTIAL PLC SC | $843 | $877 |
| PTC INC | $452 | $440 |
| PUMA BIOTECHNOLOGY INC | $80 | $189 |
| QUAKER CHEM CP | $397 | $460 |
| QUALCOMM INC | $3,972 | $3,865 |
| QUALYS INC COM | $189 | $264 |
| QUEST DIAGNOSTICS | $2,618 | $3,152 |
| R F MICRO DEVICES INC | $180 | $282 |
| R2000 ARN ISSUER BARC CAP 16.5 | $49,999 | $49,400 |
| RAYTHEON CO. | $2,594 | $2,812 |
| REALPAGE, INC. | $134 | $154 |
| RECEPTOS INC | $267 | $613 |
| RIO TINTO PLC SPONSORED ADR | $937 | $829 |
| ROCHE HOLDING LTD ADR | $926 | $850 |
| ROYAL DUTCH SHELL PLC | $1,219 | $1,138 |
| RSP PERMIAN INC | $189 | $176 |
| RTI INTL METALS INC | $238 | $227 |
| SABMILLER PLC S/ADR | $1,544 | $1,701 |
| SANOFI-AVENTIS SPONSORED ADR | $803 | $730 |
| SAP AKTIENGESELL ADS | $773 | $697 |
| SCHLUMBERGER LTD | $2,928 | $2,733 |
| SCHNEIDER ELEC UNSP/ADR | $579 | $476 |
| SEATTLE GENETICS, INC. | $377 | $225 |
| SEI INVESTMENTS | $2,415 | $2,883 |
| SHIN-ETSU CHEMICAL C | $408 | $503 |
| SIRONA DENTAL SYSTEMS INC | $372 | $437 |
| SOTHEBYS | $219 | $216 |
| SPECTRANETICS CORP | $171 | $173 |
| STIFEL FINANCIAL CP | $586 | $612 |
| SUMITOMO MITSUI FINCL GRP | $596 | $561 |
| SUNEDISON INC | $315 | $293 |
| SYNOVUS FINL CP | $187 | $190 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $360 | $425 |
| TEAM HEALTH HOLDINGSINC COM | $447 | $518 |
| TECHNIP ADS | $347 | $207 |
| TERADYNE INC | $118 | $119 |
| TEVA PHARMECEUTICAL SP ADR | $504 | $575 |
| THE FRESH MARKET INC | $310 | $371 |
| THE HAIN CELESTIAL GROUP, INC | $281 | $350 |
| THERAVANCE BIOPHARMA INC | $27 | $15 |
| THERMON GROUP HOLDINGS INC | $326 | $314 |
| THORATEC LABS CORPORATION | $258 | $227 |
| TOYOTA MTR CORP | $871 | $1,004 |
| TREX CO INC | $205 | $255 |
| TULLOW OIL PLC | $216 | $108 |
| TUMI HOLDINGS INC | $387 | $403 |
| TWO HARBORS INVESTMENT CORP. | $282 | $271 |
| UBS AG | $758 | $648 |
| ULTIMATE SOFTWARE GROUP, INC. | $599 | $587 |
| UMB FINANCIAL CORPORATION | $198 | $171 |
| UNILEVER N V N Y | $539 | $547 |
| UNITED NATURAL FOODS, INC | $495 | $541 |
| UNITED PARCEL SERVICE | $2,820 | $3,224 |
| UNIVERSAL ELECTRONICS | $492 | $780 |
| VARIAN MEDICAL SYSTEMS INC | $2,534 | $2,595 |
| VEECO INSTRUMENTS INC. | $568 | $523 |
| VERIZON COMMUNICATIONS | $2,608 | $2,620 |
| VINCE HOLDING CORP | $183 | $157 |
| VISA INC | $4,274 | $4,982 |
| VITAMIN SHOPPE INC | $626 | $680 |
| VODAFONE GROUP PLC | $881 | $820 |
| VOLKSWAGEN AG | $705 | $616 |
| WABCO HOLDINGS INC | $421 | $419 |
| WASTE CONNECTIONS | $721 | $704 |
| WASTE MANAGEMENT INC. | $2,600 | $3,233 |
| WEBMD HEALTH CORP | $191 | $158 |
| WHITEWAVE FOODS COMPANY | $379 | $455 |
| WOODWARD INC | $204 | $197 |
| WPP GROUP PLC | $511 | $521 |
| WYNN MACAU | $516 | $336 |
| XEROX CP | $2,596 | $3,340 |
| YUM BRANDS INC | $2,011 | $1,967 |
| ZILLOW INC CL A | $96 | $106 |
| ZIMMER HOLDINGS INC | $1,712 | $2,042 |
| ZURICH INS GROU ADR | $420 | $468 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $350 | LegalFeesAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $11,250 | $11,250 | |
| Bank Charges | $164 | $164 | |
| State or Local Filing Fees | $25 | $25 | |
| EQUIPMENT/FURNITURE PURCHASE | $2,589 | $2,589 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $3,875 | $3,875 | |
| WEBSITE DEVELOPMENT | $1,323 | $1,323 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Extension for 2013 | $53 | |
| Foreign Tax Paid | $145 | $145 |
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