THOLAN FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
THOLAN FOUNDATION (EIN 20-4956750)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-11
IRS object ID
201531319349100833
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)
Return2015-05-11T09:00:35-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN346565596PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ERNST & YOUNG US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 WOOD AVENUE SOUTHAddressLine1Txt
CityEdisonCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08830ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN204956750EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE THOLAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHOLBusinessNameControlTxt
Phone7135619300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1KANALY TRUST LTA 5555 SAN FELIPE SAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROLYN BRINDLEPersonNm
Person TitleSECRETARY/TREASPersonTitleTxt
Phone7135619300PhoneNum
Signature2015-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS J DEROSEPreparerPersonNm
PTINP00000482PTIN
Phone7327679100PhoneNum
Preparation2015-04-24PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$153,925FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$5,778DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,778DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,204NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,881GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,204CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$35OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$10,017TotalRevAndExpnssAmt
Total Net Invst Incm$9,982TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,196OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,196OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$376TaxesRevAndExpnssAmt
Taxes Net Invst Incm$188TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$2,672TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,484TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,172TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,484TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$6,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$845ExcessRevenueOverExpensesAmt
Net Investment Income$7,498NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$0CashEOYAmt
Cash EOYFMV$53CashEOYFMVAmt
Sav And Temp Cash Invst BOY$17,329SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,629SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,629SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Corporate Stock BOY$100,240CorporateStockBOYAmt
Corporate Stock EOY$127,279CorporateStockEOYAmt
Corporate Stock EOYFMV$136,220CorporateStockEOYFMVAmt
Corporate Bonds BOY$14,189CorporateBondsBOYAmt
Corporate Bonds EOY$14,189CorporateBondsEOYAmt
Corporate Bonds EOYFMV$14,023CorporateBondsEOYFMVAmt
Other Investments BOY$12,538OtherInvestmentsBOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$144,296TotalAssetsBOYAmt
Total Assets EOY$145,097TotalAssetsEOYAmt
Total Assets EOYFMV$153,925TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$144,296CapitalStockBOYAmt
Capital Stock EOY$145,097CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$144,296TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$145,097TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$144,296TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$145,097TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$144,296TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$845ExcessRevenueOverExpensesAmt
Other Increases$114OtherIncreasesAmt
Subtotal$145,255SubtotalAmt
Other Decreases$158OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$145,097TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
1074.985 PIMCO ALL ASSET FUND-D2012-02-102014-01-02$12,935$12,538$397$397
350.862 FEDERATED STRAT VAL DVD-A2011-10-272014-01-24$2,002$1,684$318$318
682.692 SCHWAB FUND US LARGE CO I-IS2012-09-182014-01-24$9,324$7,455$1,869$1,869
CAPITAL GAIN DIVIDENDS$1,620P
FieldValueIRS element (for citing)
Capital Gain Net Income$4,204CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$146,605NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Adjusted Qlfy Distri Yr2$12,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$146,571NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.081872DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$85,535NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,970AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$56,986NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.139859DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$48,911NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.020445DistributionYr5Rt
Total Distribution0.242176TotalDistributionRt
Average Distribution0.048435AverageDistributionRt
Net Vl Noncharitable Assets$156,731NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,591AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$75NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,666AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$6,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$150InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$150SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$150TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$188EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$0AppliedToEsTaxAmt
Total Payments And Credits$188TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$38OverpaymentAmt
Applied To ES Tax$38AppliedToESTaxAmt
Refund$0RefundAmt

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
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1KANALY TRUST LTABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7135619300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15555 SAN FELIPE - SUITE 200AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77056ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
SCOTT S THOLAN
5555 SAN FELIPE - SUITE 200HOUSTONTX77056PRESIDENT0$0
MARILYN T HEWETT
99 LAKE ESTATES DRMONTGOMERYTX773568066VICE PRESIDENT0$0
CAROLYN T BRINDLE
99 LAKE ESTATES DRIVEMONTGOMERYTX77356SECRETARY, TREASURER0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$139,322AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,781AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$14,015FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$159,118TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$159,118AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,387CashDeemedCharitableAmt
Net Vl Noncharitable Assets$156,731NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,837MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,837MinimumInvestmentReturnAmt
Tax Based On Investment Income$150TaxBasedOnInvestmentIncomeAmt
Total Tax$150TotalTaxAmt
Distributable Before Adj$7,687DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,687DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,687DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$6,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$6,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,687DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,546ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,712ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$9,258TotalExcessDistributionCyovAmt
Qualifying Distributions$6,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,500AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,187ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,187ExcessDistributionCyovAppCYAmt
Total Corpus$8,071TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,071ExcessDistriCyovToNextYrAmt
Excess From Year4$3,359ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$4,712ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
IMMANUEL UNITED METHODIST CHURCH
29 E MAPLE STREETCLEONAPA17042NONE501(C)(3)GENERAL FUNDING FOR$3,000
NEW DANVILLE TEXAS NEW
PO BOX 7181THE WOODLANDSTX773877181NONE501(C)(3)GENERAL FUNDING FOR$1,000COMMUNITY ALLIANCE
THE SMILE TRAIN
P O BOX 96231WASHINGTONDC200906231NONE501(C)(3)GENERAL FUNDING FOR$1,000
WORLD WILDLIFE FUND
1250 24TH STREET NWWASHINGTONDC20037NONE501 (C)(3)GENERAL FUNDING FOR$500
SAVE THE CHILDREN
501 KINGS HWY EFAIRFIELDCT06825NONE501(C)(3)GENERAL FUNDING FOR$500
OLNEY THEATRE GROUP
2001 OLNEY SANDY SPRINGPROVINCEMD20832NONE501(C)(3)GENERAL FUNDING FOR$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,778ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,204ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$10,017ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,017TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$1,100Amt
Net Investment Income$1,100NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondDOUBLELINE TOTAL RETURNBondNm
EOY Book Value$14,189EOYBookValueAmt
EOYFMV$14,023EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SEI ASSET ALLOCATION TRUST$96,367$97,806
SCHW US BRD MKT ETF
FEDERATED STRATEGIC VALUE DIV$30,912$38,414

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemPIMCO ALL ASSET CL DCategoryOrItemTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
FEES POSTED IN 2014 ANDTAXED IN 2013$105
INCOME POSTED IN 2015 AND TAXED IN 2014$53

Other Income Schedule2 OtherIncomeSchedule2

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
INCOME POSTED IN 2014 ANDTAXED IN 2013$66
TRADING FEES THAT WERE INCORRECTLY APPLIED TO TRADES$48

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE/EXECUTOR FEES-PRINCIPACategoryTxt
Amt$1,196Amt
Net Investment Income$1,196NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENT - PRIOR YE$188$0$0
FEDERAL ESTIMATES - PRINCIPAL$188$188$0

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