GIANCOLA FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GIANCOLA FAMILY FOUNDATION (EIN 86-1009987)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349100620
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T10:20:19-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTED ADVISORS CONSULTING | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5215 NORTH SABINO CANYON RD | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 857502104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 861009987 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIANCOLA FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIAN | BusinessNameControlTxt |
| Phone | 5205297220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6890 E SUNRISE DRIVE 120-166 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85750 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SALLY GIANCOLA | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5205297220 | PhoneNum |
| Signature | 2014-05-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparation | 2014-05-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $625,913 | 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 | $5,600 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,600 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $5,600 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,313 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,313 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $6,518 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $50,913 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,913 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,118 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,899 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,899 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $361 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $361 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,010 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,010 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $67,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,010 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,903 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,118 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $534 | CashBOYAmt |
| Cash EOY | $5,951 | CashEOYAmt |
| Cash EOYFMV | $5,954 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,414 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $90,784 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $90,784 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $375 | AcctRcvblAmt |
| Acct Rcvbl EOY | $375 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $375 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $369,995 | CorporateStockBOYAmt |
| Corporate Stock EOY | $313,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $528,800 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $427,943 | TotalAssetsBOYAmt |
| Total Assets EOY | $410,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $625,913 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,000 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $493,001 | CapitalStockBOYAmt |
| Capital Stock EOY | $493,001 | CapitalStockEOYAmt |
| Retained Earning BOY | -$66,058 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$82,355 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $426,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $410,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $427,943 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $410,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $426,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,297 | ExcessRevenueOverExpensesAmt |
| Subtotal | $410,646 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $410,646 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 125 SH COGNIZANT TECHNOLOGY | P | 2012-05-07 | 2013-03-06 | $10,000 | $7,430 | $2,570 | $2,570 |
| 500 SH CHARLES SCHWAB | P | 2012-01-04 | 2013-03-06 | $8,625 | $5,826 | $2,799 | $2,799 |
| 125 SH AMERICAN EXPRESS | P | 2010-10-04 | 2013-05-08 | $8,791 | $4,969 | $3,822 | $3,822 |
| 500 SH EXPEDITORS INTL WASH | P | 2012-04-23 | 2013-05-08 | $19,500 | $20,761 | -$1,261 | -$1,261 |
| 250 SH EXPEDITORS INT WASH | P | 2012-05-09 | 2013-05-08 | $9,750 | $9,688 | $62 | $62 |
| 125 SH AMERICAN EXPRESS | P | 2010-10-04 | 2013-05-29 | $9,500 | $4,969 | $4,531 | $4,531 |
| 500 SH CHARLES SCHWAB | P | 2012-01-04 | 2013-06-21 | $10,375 | $5,825 | $4,550 | $4,550 |
| 175 SH MONSTER BEVERAGE | P | 2012-11-08 | 2013-07-17 | $10,937 | $7,051 | $3,886 | $3,886 |
| 50 SH VISA | P | 2009-07-07 | 2013-09-23 | $10,000 | $2,988 | $7,012 | $7,012 |
| 75 SH AMERICAN EXPRESS | P | 2010-10-04 | 2013-10-25 | $6,187 | $2,981 | $3,206 | $3,206 |
| 250 SH CHARLES SCHWAB | P | 2012-01-04 | 2013-11-21 | $6,250 | $2,913 | $3,337 | $3,337 |
| 500 SH CHARLES SCHWAB | P | 2012-05-18 | 2013-11-21 | $12,500 | $6,251 | $6,249 | $6,249 |
| 125 SH VARIAN MEDICAL SYSTEMS | P | 2007-02-28 | 2013-12-04 | $10,000 | $5,745 | $4,255 | $4,255 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,313 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,518 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,910 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $546,891 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.111375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,035 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $520,627 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,450 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $481,083 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069531 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,195 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $424,786 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047542 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,554 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $547,567 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.105109 | DistributionYr5Rt |
| Total Distribution | 0.427742 | TotalDistributionRt |
| Average Distribution | 0.085548 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $568,835 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $48,663 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $429 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $49,092 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $429 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $429 | SubtotalAmt |
| Tax Based On Investment Income | $429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,545 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,545 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,116 | OverpaymentAmt |
| Applied To ES Tax | $1,116 | AppliedToESTaxAmt |
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 |
| 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 | SALLY GIANCOLA | IndividualWithBooksNm |
| Phone | 5205297220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6890 E SUNRISE DRIVE 120 | AddressLine1 |
| City | TUCSON | City |
| State | AZ | State |
| ZIP Code | 85750 | ZIPCode |
| 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 | false | UndistributedIncomePYInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES J GIANCOLA | ||||||||
| 1415 CLINTON WAY | RIVER FOREST | IL | 60305 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SALLY GIANCOLA | ||||||||
| 6890 E SUNRISE DRIVE 120-166 | TUCSON | AZ | 85750 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO VARIOUIS INDEPENDENT QUALIFIED CHARITIES EIR CHARITABLE MISSIONS. | Description1Txt |
| Expenses1 | $59,200 | Expenses1Amt |
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 | $496,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $577,497 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $577,497 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $568,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $429 | TotalTaxAmt |
| Distributable Before Adj | $28,013 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $28,013 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $28,013 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $429 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,771 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,013 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,268 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $10,815 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,334 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,015 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $98,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $28,013 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,187 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,619 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,268 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $99,351 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $10,815 | ExcessFromYear3Amt |
| Excess From Year2 | $23,334 | ExcessFromYear2Amt |
| Excess From Year1 | $34,015 | ExcessFromYear1Amt |
| Excess From Current Year | $31,187 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MERCY HILL PRESYBTERIAN CHURCH | |||||||
| 816 N DELSE DRIVE STE 22 | GLASSBORO | NJ | 08028 | NONE | TAX EXEMPT | UNRESTRICTED | $17,500 |
| PLEASANT VALLEY BIBLE CHURCH | |||||||
| 1101 PONDEROSA DRIVE | CAMARILLO | CA | 93010 | NONE | TAX EXEMPT | UNRESTRICTED | $2,700 |
| VILLAGE PRESBYTERIAN CHURCH | |||||||
| 736 MCCOURRY BLVD | INCLINE VILLAGE | NV | 89451 | NONE | TAX EXEMPT | UNRESTRICTED | $100 |
| SCRIPTURE MEMORY MOUNTAIN MISSION | |||||||
| PO BOX 129 | EMMALENA | KY | 41740 | NONE | TAX EXEMPT | UNRESTRICTED | $1,000 |
| UNIVERSITY OF ARIZONA | |||||||
| 1111 NORTH CHERRY AVENUE | TUCSON | AZ | 85721 | NONE | TAX EXEMPT | UNRESTRICTED | $18,500 |
| TUCSON GIRLS CHORUS | |||||||
| 4020 E RIVER ROAD | TUCSON | AZ | 85718 | TAX EXEMPT | UNRESTRICTED | $3,000 | |
| SIERRA NEVADA COLLEGE | |||||||
| 999 TAHOE BLVD | INCLINE VILLAGE | NV | 89451 | NONE | TAX EXEMPT | UNRESTRICTED | $12,500 |
| SHAKESPEARE FESTIVAL | |||||||
| 948 INCLINE VILLAGE WAY | INCLINE VILLAGE | NV | 89451 | NONE | TAX EXEMPT | UNRESTRICTED | $2,500 |
| GOSPEL FRIENDSHIPS | |||||||
| 13 BROAD STREET | HARTFIELD | PA | 19440 | NONE | TAX EXEMPT | UNRESTRICTED | $1,000 |
| HANDS OF HOPE | |||||||
| PO BOX 17070 | TUCSON | AZ | 85731 | NONE | TAX EXEMPT | UNRESTRICTED | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,600 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,313 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,600 | ExclusionAmt |
| Related Or Exempt Function Incm | $45,313 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,913 | TotalIncomeProducingActyAmt |
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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| JAMES J GIANCOLA |
| SALLY GIANCOLA |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK PORTFOLIO | $276,044 | $528,800 |
| PREFERRED STOCK PORTFOLIO | $37,492 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| OFFICE SUPPLIES | $26 | $26 |
| ANNALY RECEIPTS REPORTED LAST | $335 | $335 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOANS FROM OFFICERS, DIRECTORS | Desc |
| BOY Book Value | $1,000 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $6,899 | Amt |
| Net Investment Income | $6,899 | NetInvestmentIncomeAmt |
Comments