ROLLEY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ROLLEY FOUNDATION (EIN 43-1775684)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-18
- IRS object ID
- 201511389349100216
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-18T12:03:39-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480969601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SS&C SOLUTIONS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5825 SW 29TH ST STE 202 | AddressLine1Txt |
| City | TOPEKA | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 666142478 | 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 | 431775684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROLLEY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROLL | BusinessNameControlTxt |
| Phone | 7722311329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 OLD PECOS TRAIL | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 626 | AddressLine2Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN ROLLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7722311329 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R COLAHAN CPA | PreparerPersonNm |
| PTIN | P00519851 | PTIN |
| Phone | 7852724484 | PhoneNum |
| Preparation | 2015-05-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $530,878 | 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 | $1,904 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,904 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,644 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$15,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,503 | GrossSalesPriceAmt |
| Total Rev And Expnss | $7,079 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,548 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $200 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,145 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $573 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $7,904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,904 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $76 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $76 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $64 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,553 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,553 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,167 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,995 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,064 | CashBOYAmt |
| Cash EOY | $824 | CashEOYAmt |
| Cash EOYFMV | $824 | CashEOYFMVAmt |
| Corporate Stock BOY | $519,678 | CorporateStockBOYAmt |
| Corporate Stock EOY | $487,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $530,054 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $520,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $488,195 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $530,878 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $520,742 | RetainedEarningBOYAmt |
| Retained Earning EOY | $488,195 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $520,742 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $488,195 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $520,742 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $488,195 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $520,742 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,477 | ExcessRevenueOverExpensesAmt |
| Subtotal | $488,265 | SubtotalAmt |
| Other Decreases | $70 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $488,195 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MORGAN STANLEY | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $33,595 | GrossSalesPriceAmt |
| Cost Or Other Basis | $55,972 | CostOrOtherBasisAmt |
| Gain Or Loss | -$22,377 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$22,377 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$15,469 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $552,615 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $545,950 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047623 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $27,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $569,726 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047830 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,440 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $551,498 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042502 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,934 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $495,879 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054316 | DistributionYr5Rt |
| Total Distribution | 0.240949 | TotalDistributionRt |
| Average Distribution | 0.048190 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $546,568 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $26,339 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $140 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $26,479 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $30,167 | 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 | $140 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $140 | SubtotalAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $140 | AppliedToEsTaxAmt |
| Total Payments And Credits | $140 | TotalPaymentsAndCreditsAmt |
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 | KS | 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 | ALAN ROLLEY | IndividualWithBooksNm |
| Phone | 5059836044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3101 OLD PECOS TRAIL 626 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN ROLLEY | ||||||||
| 3101 OLD PECOS TRAIL 626 | SANTA FE | NM | 87505 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| BLAKE ROLLEY | ||||||||
| 3936 WESTWOOD CIRCLE | FLAGSTAFF | AZ | 86001 | VICE PRES. | 2.00 | $0 | $0 | $0 |
| STEPHANIE ANN ROLLEY | ||||||||
| 101 WATERBRIDGE ROAD | MANHATTAN | KS | 66503 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ANN ROLLEY | ||||||||
| 3101 OLD PECOS TRAIL 626 | SANTA FE | NM | 87505 | TREASURER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE GIVING. CONTRIBUTIONS MADE TO 14 DIFFERENT ORGANIZATIONS DURING 2014. | Description1Txt |
| Expenses1 | $30,167 | Expenses1Amt |
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 | $550,906 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $554,891 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $554,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $546,568 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $140 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $140 | TotalTaxAmt |
| Distributable Before Adj | $27,188 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,188 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,188 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,167 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $30,167 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $140 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $30,027 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,188 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,272 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $2,272 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,167 | QualifyingDistributionsAmt |
| Applied To Current Year | $27,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,979 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,251 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,272 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,979 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,979 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| 1ST UNITED METHODIST OF MANHATTAN | |||||
| 612 POYNTZ AVE | MANHATTAN | KS | 66502 | CHARITABLE | $2,500 |
| BOY SCOUTS OF AMERICA GRAND CANYON | |||||
| 2969 NORTH GREENFIELD ROA | PHOENIX | AZ | 850167715 | CHARITABLE | $3,500 |
| BOY SCOUTS OF AMERICA GREAT SW COUN | |||||
| 5841 OFFICE BLVD NE | ALBUQUERQUE | NM | 871095820 | CHARITABLE | $3,500 |
| CORNERSTONES COMMUNITY PARTNERSHIPS | |||||
| PO BOX 2341 | SANTA FE | NM | 875042341 | CHARITABLE | $500 |
| LANDSCAPE ARCHITECTURE FOUNDATION | |||||
| 1129 20TH STREET NW 202 | WASHINGTON | DC | 20036 | CHARITABLE | $1,000 |
| MUSEUM OF NEW MEXICO FOUNDATION | |||||
| PO BOX 2065 | SANTA FE | NM | 875042065 | CHARITABLE | $2,500 |
| NEW MEXICO GOVERNOR'S MANSION FOUND | |||||
| PO BOX 2121 | SANTA FE | NM | 875042121 | CHARITABLE | $1,000 |
| NEW MEXICO MUSEUM OF ART | |||||
| PO BOX 2087 | SANTA FE | NM | 875042087 | CHARITABLE | $1,000 |
| PHILMONT STAFF ASSOCIATION | |||||
| 17 DEER RUN ROAD | CIMARRON | NM | 87714 | CHARITABLE | $1,917 |
| SANTA FE OPERA | |||||
| PO BOX 2408 | SANTA FE | NM | 87504 | CHARITABLE | $10,000 |
| SHEPHERD'S CROSSING | |||||
| PO BOX 1919 | MANHATTAN | KS | 66505 | CHARITABLE | $250 |
| ST VINCENT HOSPITAL FOUNDATION | |||||
| 455 ST MICHAELS DRIVE | SANTA FE | NM | 87505 | CHARITABLE | $1,000 |
| TOPEKA SYMPHONY | |||||
| PO BOX 2206 | TOPEKA | KS | 666012206 | CHARITABLE | $500 |
| TRINITY HEIGHTS UNITED METHODIST | |||||
| 3600 NORTH FOURTH STREET | FLAGSTAFF | AZ | 86004 | CHARITABLE | $500 |
| UNITED WAY OF NORTHERN ARIZONA | |||||
| 1515 E CEDAR AVENUE SUI | FLAGSTAFF | AZ | 86001 | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,167 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,904 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,908 | ExclusionAmt |
| Related Or Exempt Function Incm | -$22,377 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,456 | ExclusionAmt |
| Related Or Exempt Function Incm | -$22,377 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,079 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,145 | Amt |
| Net Investment Income | $573 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SMITH BARNEY SECURITIES | StockNm |
| EOY Book Value | $487,371 | EOYBookValueAmt |
| EOYFMV | $530,054 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY FEES | CategoryTxt |
| Legal Fees | $200 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $70 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| SECRETARY OF STATE | $40 |
| THE TOPEKA METRO NEWS | $24 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & ADVISORY SERVICES | CategoryTxt |
| Amt | $7,904 | Amt |
| Net Investment Income | $7,904 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $76 | Amt |
| Net Investment Income | $76 | NetInvestmentIncomeAmt |
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