BETA

NELSON FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
NELSON FAMILY FOUNDATION (EIN 20-8069898)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-12
IRS object ID
201542249349100044
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)
Return2015-08-12T15:43:35-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN260516665PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COOK PARKER PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 7343AddressLine1Txt
CityBEAUMONTCityNm
State AbbreviationTXStateAbbreviationCd
ZIP777267343ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208069898EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NELSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNELSBusinessNameControlTxt
Phone7135681285PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14409 MONTROSE BLVD NO 201AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonT HUNTER NELSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7135681285PhoneNum
Signature2015-07-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJ DAVID COOKPreparerPersonNm
PTINP01055352PTIN
Phone4098991040PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$182,897FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4TotalRevAndExpnssAmt
Total Net Invst Incm$4TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,635AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,635AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$140OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$140OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,775TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,058ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,058ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,833TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,775TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,058TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$48,829ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$68,682SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,003SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,003SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$182,793CorporateStockBOYAmt
Corporate Stock EOY$182,793CorporateStockEOYAmt
Corporate Stock EOYFMV$165,894CorporateStockEOYFMVAmt
Total Assets BOY$251,475TotalAssetsBOYAmt
Total Assets EOY$199,796TotalAssetsEOYAmt
Total Assets EOYFMV$182,897TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$251,475RetainedEarningBOYAmt
Retained Earning EOY$199,796RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$251,475TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$199,796TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$251,475TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$199,796TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$251,475TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$48,829ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$202,646SubtotalAmt
Other Decreases$2,850OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$199,796TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$169,372AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$240,392NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.704566DistributionYr1Rt
Adjusted Qlfy Distri Yr2$20,679AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$75,197NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.274998DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$94,433NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.137664DistributionYr3Rt
Adjusted Qlfy Distri Yr4$54,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$131,517NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.415155DistributionYr4Rt
Adjusted Qlfy Distri Yr5$95,900AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$110,133NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.870765DistributionYr5Rt
Total Distribution2.403148TotalDistributionRt
Average Distribution0.480630AverageDistributionRt
Net Vl Noncharitable Assets$200,186NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$96,215AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$96,215AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$47,058QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksT HUNTER NELSONIndividualWithBooksNm
Phone7135681285PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14409 MONTROSE BLVD 201AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77006ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
T HUNTER NELSON
4409 MONTROSE BLVD SUITE 201HOUSTONTX77006PRESIDENT & TREASURER, DIR3.00$0$0$0
BETSY W NELSON
4409 MONTROSE BLVD SUITE 201HOUSTONTX77006VP & SECRETARY, DIRECTOR1.00$0$0$0
T HUNTER NELSON JR
4409 MONTROSE BLVD SUITE 201HOUSTONTX77006DIRECTOR0.00$0$0$0
EMILY H NELSON
4409 MONTROSE BLVD SUITE 201HOUSTONTX77006DIRECTOR0.00$0$0$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$165,894AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,341AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$203,235TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$203,235AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,049CashDeemedCharitableAmt
Net Vl Noncharitable Assets$200,186NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,009MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,009MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$10,009DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$10,009DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$10,009DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,058ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$47,058QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$47,058AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,009DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$90,393ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$48,024ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,278ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$16,919ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$157,352ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$320,966TotalExcessDistributionCyovAmt
Qualifying Distributions$47,058QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,009AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,049RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$358,015TotalCorpusAmt
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$90,393ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$267,622ExcessDistriCyovToNextYrAmt
Excess From Year4$48,024ExcessFromYear4Amt
Excess From Year3$8,278ExcessFromYear3Amt
Excess From Year2$16,919ExcessFromYear2Amt
Excess From Year1$157,352ExcessFromYear1Amt
Excess From Current Year$37,049ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerT HUNTER NELSONContributingManagerNm
Contributing ManagerBETSY W NELSONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARROW CHILD & FAMILY MINISTRIES
2615 CALDER 750BEAUMONTTX77702NONE501(C)(3)CHARITABLE SUPPORT$2,500
CASA DE ESPERANZA
PO BOX 70113HOUSTONTX77270NONE501(C)(3)CHARITABLE SUPPORT$2,250
CASA OF SOUTHEAST TEXAS
2449 CALDER AVEBEAUMONTTX77702NONE501(C)(3)CHARITABLE SUPPORTCHARITABLE SUPPORT$1,328
CHRISTUS FOUNDATION FOR HEALTHCARE
2615 FANNINHOUSTONTX77002NONE501(C)(3)CHARITABLE SUPPORT$9,950
EPILEPSY FOUNDATION TX
855 JIM GILLIGAN WAYBEAUMONTTX77705NONE501(C)(3)CHARITABLE SUPPORT$4,000
GOODFELLOWS CLUB OF HOUSTON
801 TEXAS AVE ROOM 809HOUSTONTX77002NONE501(C)(3)CHARITABLE SUPPORT$1,000
KELLY HIGH SCHOOL
5950 KELLY DRBEAUMONTTX77707NONE501(C)(3)CHARITABLE SUPPORT$600
NICK FINNEGAN COUNSELING CENTER
2714 JOANEL STREETHOUSTONTX77027NONE501(C)(3)CHARITABLE SUPPORTCHARITABLE SUPPORT$4,205
OUR LADY GUADALUPE SCHOOL
2405 NAVIGATION BLVDHOUSTONTX77003NONE501(C)(3)CHARITABLE SUPPORT$100
SPRING SPIRIT BASEBALL
PO BOX 550549HOUSTONTX772550549NONE501(C)(3)CHARITABLE SUPPORT$1,000
KNOW AUTISM FOUNDATION
5116 BISSONNET ST 224BELLAIRETX77401NONE501(C)(3)CHARITABLE SUPPORT$2,500
ST MICHAELS CHURCH
1801 SAGE RDHOUSTONTX77056NONE501(C)(3)CHARITALBE SUPPORT$5,750
TOURETTE SYNDROME ASSOCIATION
PO BOX 147RICHMONDTX77406NONE501(C)(3)CHARITABLE SUPPORT$2,500
THE GREENBRIAR HISTORICAL SOCIETY
301 WEST WASHINGTON STREETLEWISBURGWV24901NONE501(C)(3)CHARITABLE SUPPORT$500
THE RISE SCHOOL OF HOUSTON
5618 H MARK CROSSWELL JR STHOUSTONTX77021NONE501(C)(3)CHARITABLE SUPPORT$2,500
HOUSTON HOSPICE
1905 HOLCOMBE BLVDHOUSTONTX770304123NONE501(C)(3)CHARITABLE SUPPORT$500
EDDIE BURKE SR MEMORIAL FOUNDATION
5373 W ALABAMAHOUSTONTX77056NONE501(C)(3)CHARITABLE SUPPORT$875
TRANS-MISSIPPI TURF SCHLORSHIP
2909 COLE STE 305DALLASTX75204NONE501(C)(3)CHARITABLE SUPPORT$1,000
CYSTIC FIBROSIS FOUNDATION
50 BRIAR HOLLOW LNHOUSTONTX77027NONE501(C)(3)CHARITABLE SUPPORT$1,000
UNIVERSITY OF TX AUSTIN
110 INNER CAMPUS DRAUSTINTX78712NONE501(C)(3)CHARITABLE SUPPORT$1,000
MEXICO MEDICAL MISSION
4001 CO RD 114GLENWOOD SPRINGSCO81601NONE501(C)(3)CHARITABLE SUPPORT$1,000
BO'S PLACE
10050 BUFFALO SPEEDWAYHOUSTONTX77054NONE501(C)(3)CHARITABLE SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,058TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$4RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4OPERATING FUNDS ARE INVESTED IN INCOME PRODUCING ACCOUNTS TO GENERATE
4ADDITIONAL FUNDS FOR FOUNDATION CHARITABLE PURPOSES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEGAL AND PROFESSIONALCategoryTxt
Amt$1,635Amt
Net Investment Income$1,635NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
Stock4300 CARDTRONICSStockNm
EOY Book Value$182,793EOYBookValueAmt
EOYFMV$165,894EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescVALUE OF GOODS RECEIVEDDesc
Amt$2,850Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ACCT FEESCategoryTxt
Amt$140Amt
Net Investment Income$140NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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