SUE SMITH HARRISON FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SUE SMITH HARRISON FAMILY FOUNDATION (EIN 73-1569188)
- Tax period
- 2014-06-01 to 2015-05-31
- Filed
- 2015-12-14
- IRS object ID
- 201533489349100413
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-14T15:30:57-06:00 | ReturnTs |
| Tax Period End | 2015-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 742911747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEATHERLEY BUTTERWORTH MACIAS & GRAVES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 SUNLAND PARK DR 2-300 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731569188 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUE SMITH HARRISON FAMILY FOUNDATIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUES | BusinessNameControlTxt |
| Phone | 9157605551 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1200 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN H GUERRA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9157605551 | PhoneNum |
| Signature | 2015-12-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W WEATHERLEY CPA | PreparerPersonNm |
| PTIN | P01014505 | PTIN |
| Phone | 9155846000 | PhoneNum |
| Preparation | 2015-12-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,605,759 | 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 | $72,198 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,198 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $72,198 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,311 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,776 | GrossSalesPriceAmt |
| Total Rev And Expnss | $70,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,198 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $72,198 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,425 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $15,688 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,688 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $408 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $13,007 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,007 | OccupancyNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $33,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,120 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,120 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,391 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,078 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $72,198 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $710 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,399 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,399 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,026,252 | CorporateStockBOYAmt |
| Corporate Stock EOY | $986,346 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,578,874 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,808 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,322 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $894 | LandBOYAmt |
| Land EOY | $486 | LandEOYAmt |
| Land EOYFMV | $486 | LandEOYFMVAmt |
| Total Assets BOY | $1,027,856 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,013,231 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,605,759 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,027,856 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,013,231 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,027,856 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,013,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,027,856 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,013,231 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,027,856 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,391 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,013,465 | SubtotalAmt |
| Other Decreases | $234 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,013,231 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $64,795 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,423,038 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,638 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,231,520 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045178 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $69,915 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,246,378 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056095 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,917 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,388,559 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051793 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $88,203 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,422,433 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062009 | DistributionYr5Rt |
| Total Distribution | 0.260608 | TotalDistributionRt |
| Average Distribution | 0.052122 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,550,782 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,830 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $391 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $81,221 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $782 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $782 | SubtotalAmt |
| Tax Based On Investment Income | $782 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $788 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN H GUERRA | IndividualWithBooksNm |
| Phone | 9157605551 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E MAIN SUITE 1200 | AddressLine1Txt |
| City | EL PASO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 79901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2013 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN H GUERRA | ||||||||
| 5848 DIAMOND POINT CIRCLE | EL PASO | TX | 79912 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVEN T HARRISON | ||||||||
| 7045 SAN MARINO | EL PASO | TX | 79912 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MICHAEL E GUERRA | ||||||||
| 408 CINCINNATI | EL PASO | TX | 79902 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GAIL K GUERRA-BEAVER | ||||||||
| 5140 SILVERBELL LN | EL PASO | TX | 79932 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHANIE L GUERRA-DEL CAMPO | ||||||||
| 7220 SIDEWINDER | ALBUQUERQUE | NM | 87113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,574,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,574,398 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,574,398 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,616 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,550,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $782 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $782 | TotalTaxAmt |
| Distributable Before Adj | $76,757 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $76,757 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $76,757 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $51,750 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $51,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,757 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $67,699 | UndistributedIncomePYAmt |
| Qualifying Distributions | $51,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,750 | AppliedToYear1Amt |
| Taxable2 | $15,949 | Taxable2Amt |
| Undistributed Income CY | $76,757 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COURT APPOINTED SPECIAL ADVOCATES | |||||||
| 500 E SAN ANTONIO ST STE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $6,000 |
| KID'S EXCEL EL PASO | |||||||
| 616 E FATHER RAHM AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| FEMAP FOUNDATION | |||||||
| 1400 HARDAWAY STREET | EL PASO | TX | 79903 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $3,500 |
| YWCA OF EL PASO NORTE REGION | |||||||
| 1918 TEXAS AVE | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| ARC DEL PASO | |||||||
| 3431 PERSHING D-1 | EL PASO | TX | 79903 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| PROJECT VIDA | |||||||
| 3607 RIVERA | EL PASO | TX | 79905 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| CENTER AGAINST FAMILY VIOLENCE | |||||||
| 3800 N PIEDRAS | EL PASO | TX | 79930 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $6,250 |
| EL PASO SYMPHONY ORCHESTRA | |||||||
| 1 CIVIC CENTER PLAZA | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSES OF ORGAN | $5,000 |
| FIX THE HURT | |||||||
| PO BOX 1106 | MESA | AZ | 85211 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSE OF ORGANI | $2,500 |
| PASO DEL NORTE HEALTH FOUNDATION | |||||||
| 221 N KANSAS STE 1900 | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSE OF ORGANI | $1,000 |
| EL PASO COMM FDN DOWN SYNDROME | |||||||
| 333 NORTH OREGON 2D FL | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSE OF ORGANI | $5,000 |
| EL PASO EXPLOREUM | |||||||
| 300 W SAN ANTONIO | EL PASO | TX | 79901 | NONE | PUBLIC CHARI | GENERAL CHARITABLE PURPOSE OF ORGANI | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,198 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,311 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $70,887 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,887 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (8 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDEND AND INTEREST INCOME FROM INVESTMENTS MADE TO |
| 4 | FURTHER THE OBJECTIVE OF THE FOUNDATION TO PRIMARILY |
| 4 | BENEFIT INDIVIDUALS WHO ARE MENTALLY RETARDED AND/OR |
| 4 | PHYSICALLY DISABLED. |
| 8 | CAPITAL GAINS/LOSSES FROM INVESTMENTS MADE TO FURTHER THE |
| 8 | OBJECTIVE OF THE FOUNDATION TO PRIMARILY BENEFIT |
| 8 | INDIVIDUALS WHO ARE MENTALLY RETARDED AND/OR |
| 8 | PHYSICALLY DISABLED. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | CategoryTxt |
| Amt | $4,425 | Amt |
| Net Investment Income | $4,425 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| COMPUTER | 2002-12-19 | $2,514 | $2,514 | 200DB | 5.0000 | |
| DELL COMPUTER - (4) | 2004-10-01 | $4,867 | $4,867 | 200DB | 5.0000 | |
| OFFICE DESK | 2008-11-17 | $4,121 | $3,845 | 200DB | 7.0000 | $184 |
| LEASEHOLD IMPROVEMENTS | 2008-11-17 | $1,191 | $934 | S/L | 15.0000 | $80 |
| COMPUTER | 2012-03-23 | $2,115 | $1,754 | 200DB | 5.0000 | $144 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| AFLAC INC. | 2010-10 | PURCHASE | 2014-06 | $94,604 | $83,592 | $11,012 |
| EATON CORP PLC | 2011-05 | PURCHASE | 2014-09 | $77,931 | $60,585 | $17,346 |
| DYNEGY INC. WARRANTS | 2012-12 | PURCHASE | 2014-11 | $423 | $1,952 | -$1,529 |
| DYNEGY INC. COM | 2012-12 | PURCHASE | 2014-11 | $121 | $1,186 | -$1,065 |
| JOY GLOBAL INC | 2012-03 | PURCHASE | 2015-01 | $30,379 | $54,907 | -$24,528 |
| INTEL CORP COM | 2014-10 | PURCHASE | 2015-04 | $31,318 | $33,865 | -$2,547 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT IN CORPORATE STOCK | StockNm |
| EOY Book Value | $986,346 | EOYBookValueAmt |
| EOYFMV | $1,578,874 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED ASSETS | CategoryOrItemTxt |
| Cost Or Other Basis | $14,808 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $14,322 | AccumulatedDepreciationAmt |
| Book Value | $486 | BookValueAmt |
| EOYFMV | $486 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $234 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $15,688 | Amt |
| Net Investment Income | $15,688 | NetInvestmentIncomeAmt |
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