HIGGINS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HIGGINS FOUNDATION (EIN 83-0321699)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201531349349101738
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T12:25:17-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273858252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEAN DORTON ALLEN FORD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 W VINE STREET SUITE 600 | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40507 | 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 | 830321699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIGGINS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HIGG | BusinessNameControlTxt |
| Phone | 3076740848 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6769 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH WIDENER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3076740848 | PhoneNum |
| Signature | 2015-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA C HANSON | PreparerPersonNm |
| PTIN | P00161575 | PTIN |
| Phone | 8592552341 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,626,158 | 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 |
| Dividends Rev And Expnss | $15,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $214,108 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,012,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $214,108 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $229,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $229,622 | 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 |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $354 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,104 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,468 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,104 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $140,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $84,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,518 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $118,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $128,993 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $128,993 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,371,836 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,445,553 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,497,165 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,490,392 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,574,546 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,626,158 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $1,490,392 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,574,546 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,490,392 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,574,546 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,490,392 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,574,546 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,490,392 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $84,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,574,546 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,574,546 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (75 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALGER SMID CAP GROWTH FUND-251.063 SHS | P | 2013-12-20 | 2014-01-14 | $4,788 | $4,592 | $196 | $196 |
| CALAMOS GROWTH FUND-338.602 SHS | P | 2013-12-20 | 2014-01-14 | $15,894 | $15,532 | $362 | $362 |
| COLUMBIA INTERNATIONAL VALUE FUND-100.239 SHS | P | 2013-12-20 | 2014-01-14 | $1,539 | $1,472 | $67 | $67 |
| COLUMBIA MARSICO INTERNATIONAL OPPORTUNITIES FUND-27.726 SHS | P | 2013-06-20 | 2014-01-14 | $380 | $335 | $45 | $45 |
| EATON VANCE ATLANTA CAPITAL SMID CAP FUND-11.209 SHS | P | 2013-12-13 | 2014-01-14 | $257 | $247 | $10 | $10 |
| LOOMIS SAYLES STRATEGIC INCOME FUND-3.721 SHS | P | 2013-12-17 | 2014-01-14 | $62 | $59 | $3 | $3 |
| MFS INTERNATIONAL NEW DISCOVERY FUND-11.916 SHS | P | 2013-12-11 | 2014-01-14 | $335 | $329 | $6 | $6 |
| RIDGEWORTH SMALL CAP VALUE EQUITY FUND-49.254 SHS | P | 2013-12-19 | 2014-01-14 | $849 | $847 | $2 | $2 |
| FRANKLIN INCOME FUND-2093.83 SHS | P | 2014-01-06 | 2014-01-16 | $5,067 | $4,860 | $207 | $207 |
| FRANKLIN INCOME FUND-185.363 SHS | P | 2014-01-06 | 2014-01-16 | $449 | $445 | $4 | $4 |
| PERKINS MID CAP VALUE FUND-340.919 | P | 2013-12-20 | 2014-01-30 | $7,783 | $7,780 | $3 | $3 |
| VIRTUS SMALL CAP CORE VALUE FUND-2.208 SHS | P | 2013-12-23 | 2014-02-07 | $52 | $47 | $5 | $5 |
| NATIONWIDE GENEVA SMALL CAP GROWTH FUND-30.421 SHS | P | 2013-12-17 | 2014-02-13 | $1,314 | $1,297 | $17 | $17 |
| DAVIS NEW YORK VENTURE FUND-192.774 SHS | P | 2013-12-20 | 2014-02-19 | $7,902 | $7,437 | $465 | $465 |
| HARTFORD GLOBAL ALL ASSET FUND-24.126 SHS | P | 2013-12-16 | 2014-05-12 | $307 | $295 | $12 | $12 |
| HARTFORD GLOBAL ALL ASSET FUND-75.724 SHS | P | 2013-12-31 | 2014-05-12 | $963 | $941 | $22 | $22 |
| PRUDENTIAL HIGH YIELD FUND-165.530 SHS | P | 2014-02-03 | 2014-06-09 | $967 | $937 | $30 | $30 |
| PRUDENTIAL HIGH YIELD FUND-164.282 SHS | P | 2014-02-03 | 2014-06-09 | $959 | $950 | $9 | $9 |
| EQUINOX MUTUAL HEDGE FUTURES STRATEGY FUND-12.379 SHS | P | 2013-12-27 | 2014-06-16 | $112 | $114 | -$2 | -$2 |
| EQUINOX MUTUAL HEDGE FUTURES STRATEGY FUND-2720.348 SHS | P | 2013-11-22 | 2014-06-16 | $24,674 | $25,000 | -$326 | -$326 |
| DEUTSCHE RE SECURITIES FUND-75.904 SHS | P | 2014-03-25 | 2014-08-14 | $1,765 | $1,504 | $261 | $261 |
| DEUTSCHE RE SECURITIES FUND-13.612 SHS | P | 2014-03-25 | 2014-08-14 | $316 | $302 | $14 | $14 |
| THORNBURG INTERNATIONAL VALUE FUND-75.326 SHS | P | 2014-11-20 | 2014-12-05 | $2,106 | $2,084 | $22 | $22 |
| THORNBURG INTERNATIONAL VALUE FUND-826.720 SHS | P | 2014-02-05 | 2014-12-05 | $23,118 | $25,000 | -$1,882 | -$1,882 |
| ALGER SMID CAP GROWTH FUND-63.846 SHS | P | 2012-12-18 | 2014-01-14 | $1,218 | $1,060 | $158 | $158 |
| ALGER SMID CAP GROWTH FUND-1464.066 SHS | P | 2010-06-24 | 2014-01-14 | $27,920 | $19,501 | $8,419 | $8,419 |
| CALAMOS GROWTH FUND-1015.641 SHS | P | 2012-12-21 | 2014-01-14 | $47,674 | $50,000 | -$2,326 | -$2,326 |
| COLUMBIA INTERNATIONAL VALUE FUND-157.986 SHS | P | 2010-06-25 | 2014-01-14 | $2,425 | $2,036 | $389 | $389 |
| COLUMBIA INTERNATIONAL VALUE FUND-76.775 SHS | P | 2010-06-25 | 2014-01-14 | $1,179 | $964 | $215 | $215 |
| COLUMBIA INTERNATIONAL VALUE FUND-1836.126 SHS | P | 2010-06-25 | 2014-01-14 | $28,185 | $23,778 | $4,407 | $4,407 |
| COLUMBIA MARSICO INTERNATIONAL OPPORTUNITIES FUND-65.984 SHS | P | 2010-12-21 | 2014-01-14 | $905 | $761 | $144 | $144 |
| COLUMBIA MARSICO INTERNATIONAL OPPORTUNITIES FUND-1907.830 SHS | P | 2010-06-24 | 2014-01-14 | $26,156 | $19,326 | $6,830 | $6,830 |
| EATON VANCE ATLANTA CAPITAL SMID CAP FUND-31.072 SHS | P | 2012-12-18 | 2014-01-14 | $712 | $453 | $259 | $259 |
| EATON VANCE ATLANTA CAPITAL SMID CAP FUND-5.510 SHS | P | 2010-06-24 | 2014-01-14 | $126 | $93 | $33 | $33 |
| EATON VANCE ATLANTA CAPITAL SMID CAP FUND-1637.915 SHS | P | 2012-12-21 | 2014-01-14 | $37,508 | $19,999 | $17,509 | $17,509 |
| LOOMIS SAYLES STRATEGIC INCOME FUND-76.837 SHS | P | 2012-12-21 | 2014-01-14 | $1,272 | $1,190 | $82 | $82 |
| MFS INTERNATIONAL NEW DISCOVERY FUND-37.147 SHS | P | 2012-12-11 | 2014-01-14 | $1,045 | $765 | $280 | $280 |
| MFS INTERNATIONAL NEW DISCOVERY FUND-11.907 SHS | P | 2012-12-11 | 2014-01-14 | $335 | $282 | $53 | $53 |
| MFS INTERNATIONAL NEW DISCOVERY FUND-1049.133 SHS | P | 2010-03-23 | 2014-01-14 | $29,502 | $20,678 | $8,824 | $8,824 |
| RIDGEWORTH SMALL CAP VALUE EQUITY FUND-93.235 SHS | P | 2009-12-23 | 2014-01-14 | $1,607 | $1,112 | $495 | $495 |
| RIDGEWORTH SMALL CAP VALUE EQUITY FUND-47.824 SHS | P | 2009-12-23 | 2014-01-14 | $824 | $648 | $176 | $176 |
| RIDGEWORTH SMALL CAP VALUE EQUITY FUND-994.628 SHS | P | 2009-12-23 | 2014-01-14 | $17,147 | $11,289 | $5,858 | $5,858 |
| FRANKLIN INCOME FUND-3966.52 SHS | P | 2010-04-26 | 2014-01-16 | $9,599 | $8,428 | $1,171 | $1,171 |
| FRANKLIN INCOME FUND-2675.821 SHS | P | 2010-04-26 | 2014-01-16 | $6,475 | $5,805 | $670 | $670 |
| FRANKLIN INCOME FUND-33632.287 SHS | P | 2010-04-26 | 2014-01-16 | $81,390 | $75,000 | $6,390 | $6,390 |
| PERKINS MID CAP VALUE FUND-94.077 | P | 2012-08-27 | 2014-01-30 | $2,148 | $2,023 | $125 | $125 |
| PERKINS MID CAP VALUE FUND-2218.279 | P | 2012-08-27 | 2014-01-30 | $50,643 | $50,000 | $643 | $643 |
| VIRTUS SMALL CAP CORE VALUE FUND-89.067 SHS | P | 2010-06-25 | 2014-02-07 | $2,078 | $1,631 | $447 | $447 |
| VIRTUS SMALL CAP CORE VALUE FUND-36.162 SHS | P | 2010-06-25 | 2014-02-07 | $844 | $668 | $176 | $176 |
| VIRTUS SMALL CAP CORE VALUE FUND-1212.781 SHS | P | 2010-06-25 | 2014-02-07 | $28,294 | $18,325 | $9,969 | $9,969 |
| NATIONWIDE GENEVA SMALL CAP GROWTH FUND-26.567 SHS | P | 2012-12-13 | 2014-02-13 | $1,147 | $798 | $349 | $349 |
| NATIONWIDE GENEVA SMALL CAP GROWTH FUND-42.36 SHS | P | 2012-12-13 | 2014-02-13 | $1,829 | $1,347 | $482 | $482 |
| NATIONWIDE GENEVA SMALL CAP GROWTH FUND-859.697 SHS | P | 2012-12-13 | 2014-02-13 | $37,122 | $25,000 | $12,122 | $12,122 |
| DAVIS NEW YORK VENTURE FUND-75.038 SHS | P | 2012-05-25 | 2014-02-19 | $3,076 | $2,641 | $435 | $435 |
| DAVIS NEW YORK VENTURE FUND-1406.074 SHS | P | 2012-05-25 | 2014-02-19 | $57,635 | $50,000 | $7,635 | $7,635 |
| HARTFORD GLOBAL ALL ASSET FUND-43.777 SHS | P | 2011-12-22 | 2014-05-12 | $557 | $449 | $108 | $108 |
| HARTFORD GLOBAL ALL ASSET FUND-181.254 SHS | P | 2012-12-20 | 2014-05-12 | $2,306 | $2,055 | $251 | $251 |
| HARTFORD GLOBAL ALL ASSET FUND-6989.748 SHS | P | 2011-09-27 | 2014-05-12 | $88,910 | $75,000 | $13,910 | $13,910 |
| PRUDENTIAL HIGH YIELD FUND-116.588 SHS | P | 2011-08-26 | 2014-06-09 | $681 | $617 | $64 | $64 |
| PRUDENTIAL HIGH YIELD FUND-465.715 SHS | P | 2011-08-26 | 2014-06-09 | $2,720 | $2,623 | $97 | $97 |
| PRUDENTIAL HIGH YIELD FUND-4545.455 SHS | P | 2011-08-26 | 2014-06-09 | $26,545 | $25,000 | $1,545 | $1,545 |
| EQUINOX MUTUAL HEDGE FUTURES STRATEGY FUND-125.818 SHS | P | 2011-09-26 | 2014-06-16 | $1,141 | $1,248 | -$107 | -$107 |
| EQUINOX MUTUAL HEDGE FUTURES STRATEGY FUND-3336.299 SHS | P | 2011-09-26 | 2014-06-16 | $30,260 | $37,500 | -$7,240 | -$7,240 |
| DEUTSCHE RE SECURITIES FUND-5.302 SHS | P | 2013-06-17 | 2014-08-14 | $123 | $112 | $11 | $11 |
| DEUTSCHE RE SECURITIES FUND-1053.519 SHS | P | 2013-06-17 | 2014-08-14 | $24,494 | $25,000 | -$506 | -$506 |
| INVESCO COMSTOCK FUND-593.824 SHS | P | 2012-12-21 | 2014-10-31 | $14,994 | $11,075 | $3,919 | $3,919 |
| HIGHLAND PREMIER GROWTH EQUITY FUND-689.655 SHS | P | 2012-09-24 | 2014-10-31 | $24,994 | $18,966 | $6,028 | $6,028 |
| FIDELITY ADVISOR NEW INSIGHTS FUND-573.833 | P | 2012-12-21 | 2014-12-12 | $14,994 | $13,669 | $1,325 | $1,325 |
| HENDERSON INTERNATIONAL OPPORTUNITIES FUND-757.576 SHS | P | 2010-06-21 | 2014-12-12 | $19,994 | $15,136 | $4,858 | $4,858 |
| HIGHLAND PREMIER GROWTH EQUITY FUND-591.366 SHS | P | 2012-09-24 | 2014-12-12 | $19,994 | $16,263 | $3,731 | $3,731 |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND-1043.297 SHS | P | 2011-12-27 | 2014-12-12 | $19,994 | $12,134 | $7,860 | $7,860 |
| PRINCIPAL MID CAP FUND-683.995 SHS | P | 2012-02-24 | 2014-12-12 | $14,994 | $10,465 | $4,529 | $4,529 |
| SENTINEL COMMON STOCK FUND-362.7557 SHS | P | 2012-12-21 | 2014-12-12 | $14,994 | $12,947 | $2,047 | $2,047 |
| AIG SETTLEMENT | P | 2008-06-30 | 2014-12-06 | $291 | $291 | $291 | |
| CAPITAL GAINS DIVIDENDS | P | $79,416 | $79,416 | $79,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $214,108 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $124,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,596,066 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078161 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $117,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,535,631 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076353 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,656,325 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063665 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $262,278 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,691,293 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.155075 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $159,591 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,671,576 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.095473 | DistributionYr5Rt |
| Total Distribution | 0.468727 | TotalDistributionRt |
| Average Distribution | 0.093745 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,649,317 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $154,615 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,285 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $156,900 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $140,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,480 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $2,093 | 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 | WY | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3076740848 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6769 | AddressLine1Txt |
| City | SHERIDAN | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82801 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH C WIDENER | ||||||||
| 105 SAPODILLA DRIVE | ISLAMORADA | FL | 33036 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TRACY WIDENER | ||||||||
| 105 SAPODILLA DRIVE | ISLAMORADA | FL | 33036 | TRUSTEE | 0.00 | $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 | $1,480,214 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,674,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,674,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,649,317 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,570 | TotalTaxAmt |
| Distributable Before Adj | $77,896 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,896 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,896 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $140,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $140,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $140,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,896 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $76,344 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $178,177 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $23,523 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,756 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,391 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $367,191 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $140,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,896 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,854 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $430,045 | 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 | $76,344 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $353,701 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $178,177 | ExcessFromYear4Amt |
| Excess From Year3 | $23,523 | ExcessFromYear3Amt |
| Excess From Year2 | $41,756 | ExcessFromYear2Amt |
| Excess From Year1 | $47,391 | ExcessFromYear1Amt |
| Excess From Current Year | $62,854 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FLORIDA KEYS WILD BIRD REHAB CENTER | |||||||
| 93600 OVERSEAS HWY | TAVERNIER | FL | 33070 | NONE | 501(C)(3) | NATIVE AND MIGRATORY WILD BIRD RESCUE, REHABILITATION AND RELEASE | $50,000 |
| ISLAMORADA COMMUNITY ENTERTAINMENT INC | |||||||
| PO BOX 1576 | TAVERNIER | FL | 33070 | NONE | 501(C)(3) | PERFORMING ARTS CENTER | $70,000 |
| ISLAND DOLPHIN CARE | |||||||
| 150 LORELANE PLACE | KEY LARGO | FL | 33037 | NONE | 501(C)(3) | DOLPHIN ASSISTED THERAPY TO CHILDREN | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | 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 | $15,514 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $214,108 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $229,622 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,622 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,445,553 | EOYBookValueAmt |
| EOYFMV | $1,497,165 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES WITHHELD | $354 | $354 | $0 |
| EXCISE TAX | $3,614 | $0 | $0 |
Comments