WALTER & JEAN KALBERER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WALTER & JEAN KALBERER FOUNDATION (EIN 34-1817179)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201522259349100012
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-13T08:21:09-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Morgan & Associates IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16155 Rockside Road 307AddressLine1Txt
CityIndependenceCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN341817179EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE WALTER & JEAN KALBERER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWALTBusinessNameControlTxt
Phone4404233420PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11259 WEST HILL DRIVEAddressLine1Txt
CityGATES MILLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44040ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWALTER E KALBERERPersonNm
Person TitleCPAPersonTitleTxt
Signature2015-08-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHUGH J MORGANPreparerPersonNm
PTINP01223082PTIN
Phone2166428604PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,899,611FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$375,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$18,642DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,642DividendsNetInvstIncmAmt
Dividends Adj Net Incm$18,642DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$620,843NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$999,879GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$620,843CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,014,485TotalRevAndExpnssAmt
Total Net Invst Incm$639,485TotalNetInvstIncmAmt
Total Adj Net Incm$18,642TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$838AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$837AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$7,688TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,563TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$838TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,037TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$837,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$837,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$846,563TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$838TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$838,037TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$167,922ExcessRevenueOverExpensesAmt
Net Investment Income$638,647NetInvestmentIncomeAmt
Adjusted Net Income$18,642AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$47,059SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,801SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,801SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$698,527CorporateStockBOYAmt
Corporate Stock EOY$913,007CorporateStockEOYAmt
Corporate Stock EOYFMV$1,941,183CorporateStockEOYFMVAmt
Other Assets BOY$930,627OtherAssetsBOYAmt
Other Assets EOY$903,327OtherAssetsEOYAmt
Other Assets EOYFMV$930,627OtherAssetsEOYFMVAmt
Total Assets BOY$1,676,213TotalAssetsBOYAmt
Total Assets EOY$1,844,135TotalAssetsEOYAmt
Total Assets EOYFMV$2,899,611TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,676,213CapitalStockBOYAmt
Capital Stock EOY$1,844,135CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,676,213TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,844,135TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,676,213TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,844,135TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,676,213TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$167,922ExcessRevenueOverExpensesAmt
Subtotal$1,844,135SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,844,135TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1750 SHS BANK OF AMERICAP2014-02-142014-07-17$26,903$29,324-$2,421-$2,421
1000 SHS ST JUDE MEDICALP2014-02-142014-08-06$64,995$66,336-$1,341-$1,341
1000 SHS XILINKP2014-02-142014-07-17$48,135$49,829-$1,694-$1,694
PARTIAL SHARE KINDER MORGAN INCP2011-10-272014-12-02$16$16$16
8000 SHS MASTERCARDP2007-02-212014-02-16$586,696$83,383$503,313$503,313
2200 SHS PEPSICOP1988-01-012014-02-20$171,532$89,165$82,367$82,367
FieldValueIRS element (for citing)
Capital Gain Net Income$620,843CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$5,456NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$671,809AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,147,392NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.31285DistributionYr1Rt
Adjusted Qlfy Distri Yr2$553,641AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,290,697NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.24169DistributionYr2Rt
Adjusted Qlfy Distri Yr3$356,438AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,587,509NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.13775DistributionYr3Rt
Adjusted Qlfy Distri Yr4$501,870AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,619,809NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.19157DistributionYr4Rt
Adjusted Qlfy Distri Yr5$416,364AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,060,320NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.13605DistributionYr5Rt
Total Distribution1.01991TotalDistributionRt
Average Distribution0.20398AverageDistributionRt
Net Vl Noncharitable Assets$2,638,770NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$538,262AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,386NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$544,648AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$838,037QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$6,386InvestmentIncomeExciseTaxAmt
Subtotal$6,386SubtotalAmt
Tax Based On Investment Income$6,386TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,502EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,502TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Overpayment$1,098OverpaymentAmt
Applied To ES Tax$1,098AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Jean C KalbererBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4404233420PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11259 WEST HILL DRIVEAddressLine1Txt
CityGATES MILLSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44040ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Walter E Kalberer
1259 West Hill DriveGates MillsOH44040Trustee0.00$0
Jean C Kalberer
1259 West Hill DriveGates MillsOH44040Trustee0.00$0
Gwenn S Winkhaus
PO Box 438ArmonkNY10504Trustee0.00$0
Lori Kalberer
6777 GATES MILLS BLVDGATES MILLSOH44040TRUSTEE0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,678,954AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,678,954TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,678,954AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,184CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,638,770NetVlNoncharitableAssetsAmt
Minimum Investment Return$131,939MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$131,939MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,386TaxBasedOnInvestmentIncomeAmt
Total Tax$6,386TotalTaxAmt
Distributable Before Adj$125,553DistributableBeforeAdjAmt
Distributable Before Ded$125,553DistributableBeforeDedAmt
Distributable As Adjusted$125,553DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$838,037ExpensesAndContributionsAmt
Qualifying Distributions$838,037QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$6,386PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$831,651AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$125,553DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$263,906ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$371,434ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$251,481ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$440,378ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$566,685ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,893,884TotalExcessDistributionCyovAmt
Qualifying Distributions$838,037QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$125,553AppliedToCurrentYearAmt
Remaining Distri From Corpus$712,484RemainingDistriFromCorpusAmt
Total Corpus$2,606,368TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$263,906ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,342,462ExcessDistriCyovToNextYrAmt
Excess From Year4$371,434ExcessFromYear4Amt
Excess From Year3$251,481ExcessFromYear3Amt
Excess From Year2$440,378ExcessFromYear2Amt
Excess From Year1$566,685ExcessFromYear1Amt
Excess From Current Year$712,484ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWalter E KalbererContributingManagerNm
Contributing ManagerJean C KalbererContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLEGHENY COLLEGE
520 N MAIN STREETMEADVILLEPA16335NONE501 C32014 ANNUAL FUND$3,000
CLEVELAND INSTITUTE OF MUSIC
SEVERANCE HALLCLEVELANDOH44106NONE501C3ANNUAL FUND$10,000
CLEVELAND PLAYHOUSE
PLAYHOUSE SQUARECLEVELANDOH44114NONE501 C3ANNUAL FUND$50,000
CLEVELAND INSTITUTE OF ART
11141 EAST BLVDCLEVELANDOH44106NONE501 C3ANNUAL FUND$2,000
CLEVELAND MUSEUM OF ART
11150 EAST BLVDCLEVELANDOH44106NONE501 C32014 ANNUAL FUND$16,000
CWRU SCHOOL OF LAW
UNIVERSITY CIRCLECLEVELANDOH44106NONE501 C32014 ANNUAL FUND$7,000
IDEASTREAM
1375 EUCLID AVECLEVELANDOH44115NONE501 C3FOSTERING COLLABORATION$10,000
CLEVELAND ZOOLOGICAL
3900 WILDLIFE WAYCLEVELANDOH44109NONE501 C3ANNUAL FUND$50,000
RUSLEF
The Tower at Erieview Suite 1100CLEVELANDOH44115NONE501 C32014 ANNUAL FUND$15,000
CLEVELAND SCHOOL OF THE ARTS
10700 CHURCHILL AVECLEVELANDOH44106NONE501C3ANNUAL FUND$20,000
MALTZ MUSEUM
2929 RICHMOND RDBEACHWOODOH44122NONEANNUAL FUND$10,000
MUSICAL ARTS ASSCIATION
11001 EUCLID AVECLEVELANDOH44106NONEANNUAL FUND$600,000
CLEVELAND PLAYHOUSE
PLAYHOUSE SQUARECLEVELANDOH44114NONESUSAN WATSON FUND$5,000
FRIENDS OF CLEVELAND PUBLIC LIBRARY
325 SUPERIOR AVECLEVELANDOH44114SCHOLARSHIP FUND$1,000
GREAT LAKES SCIENCE CENTER
601 ERIESIDE AVECLEVELANDOH44114CAPITAL CAMPAIGN$35,000
HOPEWELL
9637 STATE ROUTE 534MESOPOTAMIAOH44439ANNUAL FUND$2,000
CSU FOUNDATION
2121 EUCLID AVECLEVELANDOH44115ANNUAL FUND$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$837,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,642ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$620,843ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$639,485ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$639,485TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGWENN S WINKHASContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 438AddressLine1Txt
CityARMONKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10504ZIPCd
FieldValueIRS element (for citing)
Total Contributions$375,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,675Amt
Net Investment Income$838NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$837DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKSStockNm
EOY Book Value$913,007EOYBookValueAmt
EOYFMV$1,941,183EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

EOY Book ValueEOYBookValueAmtDescDescBOY Book ValueBOYBookValueAmtEOYFMVEOYFMVAmt
-$27,300
$930,627LIFE INSURANCE$930,627$930,627

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSTATE REGISTRATION FEESDesc
Revenue And Expenses Per Books$200RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$200DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$7,688Amt

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