STOVER FOUNDATION 09-19-96: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- STOVER FOUNDATION 09-19-96 (EIN 68-0392330)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-02
- IRS object ID
- 201511539349100406
- 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
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-02T11:56:32-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY VOILS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 ASPEN DRIVE 101 | AddressLine1Txt |
| City | PACHECO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94553 | 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 | 680392330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STOVER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOV | BusinessNameControlTxt |
| Phone | 8283081913 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 325 | AddressLine1Txt |
| City | LENOIR | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28645 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PARKER WILLIAMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8283081913 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY VOILS CPA | PreparerPersonNm |
| PTIN | P00238411 | PTIN |
| Phone | 9258265621 | PhoneNum |
| Preparation | 2015-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,943,556 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $284,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $284,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $636,051 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,085,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $636,051 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $921,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $921,014 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $105,094 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $78,821 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $26,273 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,607 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,455 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,152 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,380 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,380 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,468 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,468 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $4,723 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,723 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,082 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,062 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,020 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $47,148 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $35,361 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,787 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,612 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,209 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,403 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,426 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,033 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $209,573 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $162,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,668 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $655,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $655,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $864,573 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $162,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $701,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $758,109 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,974 | CashBOYAmt |
| Cash EOY | $82,240 | CashEOYAmt |
| Cash EOYFMV | $82,240 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,338,553 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,411,158 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,861,316 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,402,527 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,493,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,943,556 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $320,058 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $275,119 | DeferredRevenueEOYAmt |
| Other Liabilities BOY | $32,996 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $112,365 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $353,054 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $387,484 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $9,049,473 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,105,914 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,049,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,105,914 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,402,527 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,493,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,049,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,441 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,105,914 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,105,914 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES 6427 | P | $3,629 | $3,544 | $85 | $85 |
| PUBLICLY TRADED SECURITIES 6117 | P | $442,890 | $403,798 | $39,092 | $39,092 |
| PUBLICLY TRADED SECURITIES 6981 | P | $5,639,015 | $5,042,141 | $596,874 | $596,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $636,051 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $599,326 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,771,900 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046925 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $557,227 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,025,915 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050538 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $531,461 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,520,580 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046131 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $509,768 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,638,459 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043800 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $620,282 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,610,818 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058458 | DistributionYr5Rt |
| Total Distribution | 0.245852 | TotalDistributionRt |
| Average Distribution | 0.049170 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,837,767 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $631,233 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,581 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $638,814 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $701,668 | 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 | $7,581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,325 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $15,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $17,325 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $9,730 | OverpaymentAmt |
| Applied To ES Tax | $9,730 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PARKER WILLIAMSON | IndividualWithBooksNm |
| Phone | 8283081913 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 325 | AddressLine1Txt |
| City | LENOIR | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28645 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| W ROBERT STOVER | ||||||||
| 120 WILDWOOD GARDENS | PIEDMONT | CA | 94611 | VICE PRESIDENT | 10.00 | $0 | $0 | $0 |
| SUSAN J STOVER | ||||||||
| 18269 35TH AVE NE | SEATTLE | WA | 98155 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID CARLSON | ||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PARKER WILLIAMSON | ||||||||
| PO BOX 325 | LENOIR | NC | 28645 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| AMY NEWTON | ||||||||
| 1062 HIGHLAND ROAD | SANTA YNEZ | CA | 93460 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| GARY NICKERSON | ||||||||
| 78 CARRIAGE LANE | BRIDGEPORT | WV | 26330 | DIRECTOR | 0.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WENCHE LIER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 GRAND AVE STE 202 | AddressLine1Txt |
| City | PIEDMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 30.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $105,094 | CompensationAmt |
| Employee Benefits | $16,607 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,962,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $70,391 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,033,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,033,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $195,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,837,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $641,888 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $641,888 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,581 | TotalTaxAmt |
| Distributable Before Adj | $634,307 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $634,307 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $634,307 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $701,668 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $701,668 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,581 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $694,087 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $634,307 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,960 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $9,246 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $16,206 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $701,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $634,307 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $67,361 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $83,567 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $6,960 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $76,607 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $9,246 | ExcessFromYear2Amt |
| Excess From Current Year | $67,361 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | W ROBERT STOVER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | CHURCH | FIRST TIME KIDS FOR WEEK OF CAMP; EVANGELICAL OUTREACH; CAMPING SUPPORT FOR UNDERPRIVILEGED CHILDREN | $130,000 |
| WAYNESBURG UNIVERSITY | |||||||
| 51 COLLEGE STREET | WAYNESBURG | PA | 15370 | NONE | SCHOOL | SCHOLAR PROGRAM CONSTITUTIONAL STUDIES / MORAL LEADERSHIP/ NURSE'S PROGRAM | $300,000 |
| NORTH CREEK ACADEMY | |||||||
| 2303 YGNACIO VALLEY ROAD | WALNUT CREEK | CA | 94598 | NONE | SCHOOL | FURTHER CHRISTIAN EDUCATION / RESOURCES | $25,000 |
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC | GENERAL EVANGELICAL OUTREACH | $10,000 |
| PRISON FELLOWSHIP | |||||||
| 2321 E 4TH STREET 178 | SANTA ANA | CA | 92705 | NONE | PUBLIC | PRISONER EDUCATION / REFORMATION | $35,000 |
| PALAU EVANGELISTIC CAMPAIGN | |||||||
| PO BOX 50 | PORTLAND | OR | 97207 | NONE | PUBLIC | EVANGELICAL OUTREACH | $25,000 |
| POINTMAN LEADERSHIP | |||||||
| 17610 SHAHARA RD | MONUMENT | CO | 80132 | NONE | PUBLIC | SEMINAR WORK AND OUTREACH | $35,000 |
| CHRISTIAN UNION - IVY LEAGUE UNIVERSITIES | |||||||
| 240 NASSAU ST | PRINCETON | NJ | 08542 | NONE | SCHOOL | FURTHER CHRISTIAN UNION MINISTRY | $10,000 |
| TRINITY CHRISTIAN SCHOOL - PACIFIC GROVE | |||||||
| 601 East Franklin Street | Monterey | CA | 93940 | NONE | SCHOOL | FURTHER CHRISTIAN EDUCATION | $10,000 |
| TRINITY CHRISTIAN SCHOOL - WEST VIRGINIA | |||||||
| 200 Trinity Way | Morgantown | WV | 26505 | NONE | SCHOOL | FURTHER CHRISTIAN EDUCATION | $10,000 |
| NEW CITY CHRISTIAN SCHOOL | |||||||
| 216 Shelburne Road | Asheville | NC | 28806 | NONE | SCHOOL | FURTHER CHRISTIAN EDUCATION | $10,000 |
| HORIZON CHRISTIAN SCHOOL | |||||||
| 700 Pacific Ave | Hood River | OR | 97031 | NONE | SCHOOL | FURTHER CHRISTIAN EDUCATION | $5,000 |
| HERITAGE CHRISTIAN SCHOOLS - WEST VIRGINIA | |||||||
| 225 Newton Avenue | Bridgeport | WV | 26330 | NONE | SCHOOL | FURTHER CHRISTIAN EDUCATION | $10,000 |
| FOUNDATION FOR AMERICAN CHRISTIAN EDUCATION | |||||||
| 4225-B PORTSMOUTH BLVD | CHESAPEAKE | VA | 23321 | NONE | CHURCH | ON-LINE DEVELOPMENT PLATFORMS TO ASSIST EDUCATORS & STUDENTS W/CHRISTIAN HISTORY STUDIES | $10,000 |
| CAPERNAUM OF GREATER SEATTLE | |||||||
| PO Box 55998 | SEATTLE | WA | 981550998 | NONE | PUBLIC | MINISTRY TO DISABLED CHILDREN | $10,000 |
| YOUNG LIFE CAPERNAUM - NASHVILLE TN | |||||||
| PO Box 120681 | NASHVILLE | TN | 372120681 | NONE | PUBLIC | MINISTRY TO DISADVANTAGE YOUTHS | $10,000 |
| FOUNDATION FOR REFORMED THEOLOGY | |||||||
| 4103 MONUMENT AVE | RICHMOND | VA | 23230 | NONE | CHURCH | SEMINAR WORK AND OUTREACH | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $655,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $284,960 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $636,051 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $921,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $921,014 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION & CONSULTING | CategoryTxt |
| Amt | $11,380 | Amt |
| Net Investment Income | $11,380 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $9,411,158 | EOYBookValueAmt |
| EOYFMV | $13,861,316 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE CHARGES | $492 | $369 | $123 |
| RESEARCH EXPENSES | $325 | $325 | $0 |
| WORKERS COMP INSURANCE | $1,058 | $794 | $264 |
| MISCELLANEOUS | $2,584 | $1,938 | $646 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN ACCOUNT BALANCE | Desc |
| BOY Book Value | $32,996 | BOYBookValueAmt |
| EOY Book Value | $112,365 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL ADVISOR FEES | CategoryTxt |
| Amt | $6,468 | Amt |
| Net Investment Income | $6,468 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $85 | $64 | $21 |
| PAYROLL TAXES | $7,997 | $5,998 | $1,999 |
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