REILING FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- REILING FAMILY FOUNDATION INC (EIN 65-1088529)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-07
- IRS object ID
- 201520979349100002
- 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
- Accounting Fees Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-07T07:25:47-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4099 TAMIAMI TRAIL N STE 300 | AddressLine1Txt |
| City | NAPLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | 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 | 651088529 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE REILING FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIL | BusinessNameControlTxt |
| Phone | 5617068685 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 272251 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334272251 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY KREBSBACH | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5617068685 | PhoneNum |
| Signature | 2015-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT P DIBENEDETTO CPA | PreparerPersonNm |
| PTIN | P01310270 | PTIN |
| Phone | 2392628686 | PhoneNum |
| Preparation | 2015-03-17 | PreparationDt |
| 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 | $1,027,012 | 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 | $176,753 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $352,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,208 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $268,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,213 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,427 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $15 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $15 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $106 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,788 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $894 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $894 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,336 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,836 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,394 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $61,336 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,836 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,394 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $207,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,377 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $84,868 | CashEOYAmt |
| Cash EOYFMV | $84,868 | CashEOYFMVAmt |
| Corporate Stock BOY | $380,362 | CorporateStockBOYAmt |
| Corporate Stock EOY | $475,723 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $496,039 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $444,284 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $460,491 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $446,105 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $824,646 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,021,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,027,012 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $11,194 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $11,194 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $813,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,021,082 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $813,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,021,082 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $824,646 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,021,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $813,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $207,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,021,082 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,021,082 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| AMERITAS PUBLICALLY TRADED SECURITIES | 2014-03-18 | $49,897 | $41,041 | $8,856 | $8,856 | |
| AMERITAS PUBLICALLY TRADED SECURITIES | 2014-06-16 | $182,361 | $166,242 | $16,119 | $16,119 | |
| AMERITAS PUBLICALLY TRADED SECURITIES | 2014-06-16 | $773 | $773 | $773 | ||
| AMERITAS PUBLICALLY TRADED SECURITIES | 2014-10-20 | $107,322 | $99,654 | $7,668 | $7,668 | |
| CAPITAL GAINS DIVIDENDS | $11,792 | $11,792 | $11,792 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,208 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,210 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $794,106 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051895 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,193 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $663,239 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059093 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,280 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $614,478 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052532 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,995 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $570,654 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052562 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $461,320 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059612 | DistributionYr5Rt |
| Total Distribution | 0.275694 | TotalDistributionRt |
| Average Distribution | 0.055139 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $994,910 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,858 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $854 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,712 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,394 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,708 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,708 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,708 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $654 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $654 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $1,055 | TaxDueAmt |
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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINDY KREBSBACH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5617068685 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 272251 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334372251 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA REILING KREBSBACH | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | TREASURER / SECRETARY | 10.00 | $3,000 | $0 | $0 |
| WILLIAM S REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | PRESIDENT | 0.12 | $0 | $0 | $0 |
| JOANNE V REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | VICE PRESIDENT | 0.12 | $0 | $0 | $0 |
| DAVID C REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| MARY BETH METTZ | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| MARK W REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| KERRY L REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| MICHAEL J KREBSBACH | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| KATHLEEN NYE REILING | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.12 | $0 | $0 | $0 |
| DAVID METTZ | ||||||||
| PO BOX 272251 | BOCA RATON | FL | 33427 | DIRECTOR | 0.12 | $0 | $0 | $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 |
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 | $907,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,944 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,010,061 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,010,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,151 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $994,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,708 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,708 | TotalTaxAmt |
| Distributable Before Adj | $48,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,038 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,394 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,394 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,394 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $238 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $39,193 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $41,682 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,394 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,356 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,038 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $48,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $238 | ExcessFromYear3Amt |
| Excess From Year2 | $39,193 | ExcessFromYear2Amt |
| Excess From Year1 | $2,251 | ExcessFromYear1Amt |
| Excess From Current Year | $6,356 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | ||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | PC | GENERAL FUND | $1,000 |
| CATHOLIC CHARITIES OF ST PAUL AND MINNEAPOLIS | ||||||
| 1200 2ND AVE SOUTH | MINNEAPOLIS | MN | 55403 | PC | GENERAL FUND | $2,000 |
| COMMUNITY FOUNDATION OF PALM BEACH AND MARTIN COUNTIES | ||||||
| 200 700 S DIXIE HWY 200 | WEST PALM BEACH | FL | 33401 | PC | GENERAL FUND | $2,500 |
| CRETIN-DERHAM HALL | ||||||
| 550 S ALBERT ST ST PAUL | SAINT PAUL | MN | 55116 | PC | GENERAL FUND | $1,000 |
| DOMESTIC ABUSE PROJECT | ||||||
| 204 WEST FRANKLIN AVE | MINNEAPOLIS | MN | 55404 | PC | GENERAL FUND | $2,000 |
| GOOD SHEPHERD NATIVITY MISSION SCHOOL | ||||||
| 353 BARONNE STREET | NEW ORLEANS | LA | 70112 | PC | GENERAL FUND | $1,000 |
| HABITAT FOR HUMANIY OF COLLIER COUNTY | ||||||
| 11145 TAMIAMI TRAIL | E NAPLES | FL | 34113 | PC | GENERAL FUND | $1,000 |
| HARRY TOMPSON CENTER | ||||||
| 130 BARONNE STREET | NEW ORLEANS | LA | 70112 | PC | GENERAL FUND | $1,000 |
| JUNIOR LEAGUE OF BOCA RATON | ||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | PC | GENERAL FUND | $1,000 |
| MERRICK COMMUNITY SERVICES | ||||||
| 715 EDGERTON STREET | ST PAUL | MN | 55130 | PC | GENERAL FUND | $1,000 |
| NATIONAL SHRINE OF OUR LADY OF PROMPT SUCCOR | ||||||
| 2701 STATE STREET | NEW ORLEANS | LA | 70118 | PC | GENERAL FUND | $1,000 |
| NORTH SHORE HORIZON | ||||||
| 525 4TH AVE | TWO HARBORS | MN | 55616 | PC | GENERAL FUND | $3,000 |
| NOTRE DAME SEMINARY | ||||||
| 2901 S CARROLLTON AVE | NEW ORLEANS | LA | 70118 | PC | GENERAL FUND | $1,750 |
| SPIRIT OF GIVING NETWORK | ||||||
| 261 NW 13TH STREET | BOCA RATON | FL | 33432 | PC | GENERAL FUND | $500 |
| ST AMBROSE CATHOLIC CHURCH | ||||||
| 380 SOUTH FEDERAL HIGHWAY | DEERFIELD BEACH | FL | 33441 | PC | GENERAL FUND | $500 |
| ST JOAN OF ARC CARE MINISTRY | ||||||
| 370 SW 3RD STREET | BOCA RATON | FL | 33432 | PC | GENERAL FUND | $500 |
| ST JOAN OF ARC OUT JOURNEY FORWARD CAMPAIGN | ||||||
| 370 SW 3RD STREET | BOCA RATON | FL | 33432 | PC | CAMPAIGN | $2,500 |
| ST MATTHEWS HOUSE | ||||||
| 2001 AIRPORT PULLING ROAD | NAPLES | FL | 34112 | PC | GENERAL FUND | $1,000 |
| TWIN CITIES HABITAT FOR HUMANITY | ||||||
| 3001 4TH ST SE | MINNEAPOLIS | MN | 55414 | PC | GENERAL FUND | $1,500 |
| TWIN CITIES RISE | ||||||
| 800 N WASHINGTON AVE | MINNEAPOLIS | MN | 55401 | PC | GENERAL FUND | $1,250 |
| UNITED WAY OF COLLIER COUNTY | ||||||
| 848 1ST AVE NORTH 240 | NAPLES | FL | 34102 | PC | GENERAL FUND | $1,000 |
| URBAN HOMEWORKS | ||||||
| 2015 EMERSON AVE N | MINNEAPOLIS | MN | 55411 | PC | GENERAL FUND | $2,500 |
| WOMEN'S NEW LIFE CENTER | ||||||
| 3032 RIDGELAKE DR 101 | METAIRIE | LA | 70002 | PC | GENERAL FUND | $1,500 |
| YOUNG LIFE | ||||||
| 910 ELLIOT AVE S | MINNEAPOLIS | MN | 55404 | PC | GENERAL FUND | $500 |
| FAU COLLEGE OF NURSING | ||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | PC | GENERAL FUND | $500 |
| BETHESDA HOSPITAL EAST | ||||||
| 2815 S SEACREST BLVD | BOYNTON BEACH | FL | 33435 | PC | GENERAL FUND | $500 |
| PARTNERS IN HOUSING | ||||||
| 455 GOLD PASS HEIGHTS | COLORADO SPRINGS | CO | 80906 | PC | GENERAL FUND | $500 |
| TWIN CITIES UNITED WAY | ||||||
| 404 S 8TH ST | MINNEAPOLIS | MN | 55404 | PC | GENERAL FUND | $1,000 |
| CROW WING COUNTY UNITED WAY | ||||||
| PO BOX 381 | BRAINERD | MN | 56401 | PC | GENERAL FUND | $1,000 |
| NEIGHBORHOOD HEALTH CLINIC | ||||||
| 121 GOODLETTE FRANK ROAD NORTH | NAPLES | FL | 34102 | PC | GENERAL FUND | $1,000 |
| FRIENDS OF NGONG ROAD | ||||||
| PO BOX 2090 | MINNEAPOLIS | MN | 55402 | PC | GENERAL FUND | $1,000 |
| CRESCENT COVE | ||||||
| PO BOX 52088 | MINNEAPOLIS | MN | 55402 | PC | GENERAL FUND | $1,000 |
| ST THOMAS ACADEMY | ||||||
| 949 MENDOTA HEIGHTS ROAD | MENDOTA HEIGHTS | MN | 55120 | PC | GENERAL FUND | $1,000 |
| BLESSED FX SEELOS SHRINE | ||||||
| 919 JOSEPHINE STREET | NEW ORLEANS | LA | 70130 | PC | GENERAL FUND | $1,250 |
| HOLY NAME OF JESUS PARISH | ||||||
| 6220 LASALLE PLACE | NEW ORLEANS | LA | 701186236 | PC | GENERAL FUND | $1,000 |
| BISHOP PERRY CENTER | ||||||
| 1941 DAUPHINE STREET | NEW ORLEANS | LA | 70116 | PC | GENERAL FUND | $1,000 |
| MONSIGNOR ROPPLO MEMORIAL ENDOWMENT- CATHOLIC FOUNDATION OF NOLA | ||||||
| 4700 PINEDA STREET | NEW ORLEANS | LA | 70126 | PC | GENERAL FUND | $500 |
| ART 4 SHELTER | ||||||
| 2100 PILLSBURY AVE S | MINNEAPOLIS | MN | 55404 | PC | GENERAL FUND | $3,500 |
| UNIVERSITY OF SAN DIEGO | ||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 92110 | PC | GENERAL FUND | $1,500 |
| PERSPECTIVES | ||||||
| 3381 GORHAM AVENUE | ST LOUIS PARK | MN | 55426 | PC | GENERAL FUND | $500 |
| CSJ MINISTRIES FOUNDATION | ||||||
| 1884 RANDOLPH AVENUE | SAINT PAUL | MN | 55105 | PC | GENERAL FUND | $500 |
| LUNDSTRUM CENTER FOR THE PERFORMING ARTS | ||||||
| 1617 NORTH 2ND STREET | MINNEAPOLIS | MN | 55411 | PC | GENERAL FUND | $1,000 |
| PACER CENTER | ||||||
| 8161 NORMANDALE BLVD | MINNEAPOLIS | MN | 55437 | PC | GENERAL FUND | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,005 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $92,213 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $92,213 | 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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUNRISE BANKS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 UNIVERSITY AVENUE WEST | AddressLine1Txt |
| City | ST PAUL | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $176,692 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 4942(H)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONSPURSUANT TO IRC SEC. 4942(H)(2) AND REG.53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OTHER SECURITIES | $282,699 | $299,595 |
| EQUITY SECURITIES | $193,024 | $196,444 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $460,491 | $446,105 |
| UNIT INVESTMENT TRUSTS | AT COST | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $200 | $100 | $100 |
| INSURANCE | $762 | $381 | $381 |
| OFFICE EXPENSES | $101 | $50 | $51 |
| DUES AND SUBSCRIPTIONS | $725 | $363 | $362 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,427 | Amt |
| Net Investment Income | $3,427 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $106 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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