3 TO 1 FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- 3 TO 1 FOUNDATION (EIN 75-2731283)
- Tax period
- 2012-12-01 to 2013-11-30
- Filed
- 2014-10-15
- IRS object ID
- 201402889349301335
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-10-15T16:33:20-05:00 | Timestamp |
| Tax Period End Date | 2013-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320216084 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAIN WATTERS & ASSOCIATES PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 NORTH DALLAS PARKWAY STE 500 | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 752731283 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | III TO I FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IIIT | NameControl |
| Phone | 9722333323 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 NORTH DALLAS PARKWAY NO 500 | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75024 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARRELL W CAIN | Name |
| Title | PRESIDENT | Title |
| Phone | 9722333323 | Phone |
| Date Signed | 2014-10-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DARRELL CAIN | Name |
| PTIN | P00284034 | PTIN |
| Phone | 9722333323 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DARRELL CAIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 NORTH DALLAS PKWY SUITE 500 | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 83306 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.3TO1FOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | EDUCATING INDIVIDUALS IN THE PRINCIPLES OF ATTAINING ECONOMIC FREEDOM AND SUPPORTING OTHER CHARITIES BY PROMOTING PHILANTHROPY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 2 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 18766 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 6750 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 66588 | InvestmentIncomePriorYear |
| Investment Income Current Year | 61250 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 85354 | TotalRevenuePriorYear |
| Total Revenue Current Year | 68000 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 13359 | OtherExpensePriorYear |
| Other Expenses Current Year | 20508 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 13359 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20508 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 71995 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 47492 | RevenuesLessExpensesCY |
| Total Assets BOY | 1048771 | TotalAssetsBOY |
| Total Assets EOY | 1096263 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1048771 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1096263 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ESTABLISH EDUCATIONAL SEMINARS & DEVELOP MATERIALS THAT FURTHER OUR GOALS OF ECONOMIC FREEDOM. TO DEVELOP & GATHER EDUCATIONAL INFORMATION ON CHARITABLE GIVING & THE ADMINISTRATION OF PRIVATE FOUNDATIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5942 | Expense |
| Revenue | 6750 | Revenue |
| Description | THE ORGANIZATION CONDUCTED A SEMINAR PROMOTING THE ACCUMULATION AND PRESERVATION OF WEALTH. | Description |
| Total Program Service Expense | 5942 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | TX | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAIN WATTERS & ASSOC PLLC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9722333323 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 NORTH DALLAS PARKWAY SUITE 500 | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DARRELL CAIN | ||||||
| PRESIDENT, DIRECTOR | 1.00 | X | X | 0 | 0 | 0 |
| MICHAEL ROSENBERG | ||||||
| VICE PRESIDENT, DIRECTOR | 0.00 | X | X | 0 | 0 | 0 |
| MIKE WATTERS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| JIM KINCAID | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| KEN KELLER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| ROGER NOFSINGER | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RICHARD CHILLEMI II | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| BRUCE OUELLETTE | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| EARLE SULLIVAN | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| RON HAWKINS | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| J DAVID WOODRUFF | ||||||
| DIRECTOR | 0.00 | X | 0 | 0 | 0 | |
| MICHELLE BAIRD | ||||||
| SECRETARY/TREASURER | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCUM. WEALTH SEMINAR | Description |
| Business Code | 523930 | BusinessCode |
| Total Revenue Column | 6750 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6750 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 6750 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32826 | TotalRevenueColumn |
| Exclusion | $32,826 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43730 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 15306 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 28424 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28424 | TotalRevenueColumn |
| Exclusion | $28,424 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6750 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $61,250 | ExclusionAmount |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 990 | Total |
| Management And General | 990 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| INVESTMENT CUSTODIAL FE | 12002 | 12002 | |
| ACCUM. WEALTH SEMINAR E | 5942 | 5942 | |
| PORTFOLIO DEDUCTIONS ON | 1551 | 1551 | |
| FOREIGN TAXES ON DIVIDE | 23 | 23 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20508 | Total |
| Program Services | 5942 | ProgramServices |
| Management And General | 14566 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44244 | BOY |
| EOY | 9061 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9534 | BOY |
| EOY | 46629 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 993234 | BOY |
| EOY | 1040052 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1759 | BOY |
| EOY | 521 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1048771 | BOY |
| EOY | 1096263 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1048771 | BOY |
| EOY | 1096263 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1048771 | BOY |
| EOY | 1096263 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1048771 | BOY |
| EOY | 1096263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 47492 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8608 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3300 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18766 | CurrentTaxYearMinus1Year |
| Total | 34174 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16724 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -430 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8700 | CurrentTaxYearMinus2Years |
| Current Tax Year | 6750 | CurrentTaxYear |
| Total | 31744 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 25332 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3070 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 18766 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6750 | CurrentTaxYear |
| Total | 65918 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 65918 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -437093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 119895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86327 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66588 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61251 | CurrentTaxYear |
| Total | -103032 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -437093 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 119895 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 86327 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66588 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61251 | CurrentTaxYear |
| Total | -103032 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -411761 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 122965 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 98327 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 85354 | CurrentTaxYearMinus1Year |
| Current Tax Year | 68001 | CurrentTaxYear |
| Total | -37114 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.00000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
| Private Foundation509 | X | PrivateFoundation509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TBANK INVESTMENTS | Description |
| Book Value | 1040052 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1040052 | TotalOfBookValueSecurities |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | ALL BUT 2 OF THE BOARD MEMBERS ARE CLIENTS OF THOSE 2 BOARD MEMBERS' FINANCIAL SERVICES FIRM. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAX RETURN IS REVIEWED BY A CPA AND THE PRESIDENT OF THE FOUNDATION BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FOUNDATION MAKES IT'S FORM 1023 AND 990 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
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