ARJCO FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ARJCO FOUNDATION (EIN 23-7329427)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201411279349100321
- Schema version
- 2013v3.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T10:34:56-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251846963 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LALLY & CO LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5700 CORPORATE DRIVE SUITE 800 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15237 | 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 | 237329427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARJCO FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARJC | BusinessNameControlTxt |
| Phone | 8473821888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 AMBROSE LANE | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R RICHARD WIELAND II | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 8473821888 | PhoneNum |
| Signature | 2014-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTHONY D DURONIO | PreparerPersonNm |
| PTIN | P00048908 | PTIN |
| Phone | 4123678190 | PhoneNum |
| Preparation | 2014-04-25 | 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 | $886,990 | 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 | $18,238 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,238 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,786 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,786 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$629 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $85,020 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $675,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $85,020 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,769 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,769 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $106,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,813 | 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 |
| Other Prof Fees Rev And Expnss | $1,634 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,634 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $781 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $781 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $29,088 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,357 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $97,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,357 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,456 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,727 | CashBOYAmt |
| Cash EOY | $51 | CashEOYAmt |
| Cash EOYFMV | $51 | CashEOYFMVAmt |
| Corporate Stock BOY | $714,359 | CorporateStockBOYAmt |
| Corporate Stock EOY | $880,861 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $880,861 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $21,480 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $15,402 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $6,859 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $6,078 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,078 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $771,945 | TotalAssetsBOYAmt |
| Total Assets EOY | $886,990 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $886,990 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $160,555 | CapitalStockBOYAmt |
| Capital Stock EOY | $160,555 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $611,390 | RetainedEarningBOYAmt |
| Retained Earning EOY | $726,435 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $771,945 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $886,990 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $771,945 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $886,990 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $771,945 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,418 | ExcessRevenueOverExpensesAmt |
| Other Increases | $105,627 | OtherIncreasesAmt |
| Subtotal | $886,990 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $886,990 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY INVESTMENTS | P | 2012-12-31 | 2013-12-31 | $407,770 | $389,538 | $18,232 | $18,232 |
| MORGAN STANLEY INVESTMENTS | P | 2011-12-31 | 2013-12-31 | $267,159 | $200,698 | $66,461 | $66,461 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2011-12-31 | 2013-12-31 | $327 | $327 | $327 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $85,020 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $757,239 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047541 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $31,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $742,197 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041768 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $38,455 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $709,889 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $44,874 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $618,777 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072520 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $41,791 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $815,678 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051235 | DistributionYr5Rt |
| Total Distribution | 0.267234 | TotalDistributionRt |
| Average Distribution | 0.053447 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $835,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,676 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $935 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,611 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,000 | 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 | $935 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $935 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $935 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Overpayment | $145 | OverpaymentAmt |
| Applied To ES Tax | $145 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | IL | 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 |
| Individual With Books | R RICHARD WIELAND II | IndividualWithBooksNm |
| Phone | 8473821888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 AMBROSE LANE | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JANE SENFT | ||||||||
| 4386 ASCOT CIRCLE SE | SOUTHPORT | NC | 28461 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| R RICHARD WIELAND II | ||||||||
| 10 AMBROSE LANE | BARRINGTON | IL | 60011 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| P ANDREW WIELAND | ||||||||
| 11525 N SEVEN PINES ROAD | NORTHPORT | MI | 49670 | SECRETARY | 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 | $845,733 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,883 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $848,616 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $848,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,729 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $835,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,794 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,794 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $935 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $935 | TotalTaxAmt |
| Distributable Before Adj | $40,859 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,859 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,859 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $64,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $935 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,065 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $828 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,051 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,879 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,141 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $28,020 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,020 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $828 | ExcessFromYear4Amt |
| Excess From Year3 | $4,051 | ExcessFromYear3Amt |
| Excess From Current Year | $23,141 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | R RICHARD WIELAND II | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 AMBROSE LANE | AddressLine1 |
| City | BARRINGTON | City |
| State | IL | State |
| ZIP Code | 60010 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8473821888 | RecipientPhoneNum |
| Form And Info And Materials | NONE ARE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE ARE SPECIFIED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE ARE SPECIFIED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ATWILL MEMORIAL CHAPEL | |||||
| 932 N BIRCHWOOD DR | NORTHPORT | MI | 49670 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $5,000 |
| BERKSHIRE SCHOOL | |||||
| 245 NORTH UNDERMOUNTAIN ROAD | SHEFFIELD | MA | 01257 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $1,500 |
| DENISON UNIVERSITY | |||||
| 100 WEST COLLEGE STREET | GRANVILLE | OH | 43023 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $6,500 |
| GUIDING EYES FOR THE BLIND | |||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $1,000 |
| MAKE-A-WISH | |||||
| 4742 N 24TH ST SUITE 400 | PHOENIX | AZ | 85016 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $1,000 |
| MONMOUTH COLLEGE | |||||
| 700 E BROADWAY | MONMOUTH | IL | 61462 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $37,000 |
| UNIVERSITY SCHOOL | |||||
| 20701 BRANTLEY ROAD | SHAKER HEIGHTS | OH | 44122 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $1,000 |
| WIELAND FAMILY FOUNDATION | |||||
| 10 AMBROSE LANE | BARRINGTON | IL | 60010 | COVER THE COST OF OPERATIONS OF THE RECIPIENTS | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,000 | 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 | $18,238 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$629 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,769 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $85,020 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $104,398 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,398 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | TAMARACK TIMESHARE | PropertyDesc |
| Acquired | 1994-02-28 | AcquiredDt |
| Cost Or Other Basis | $21,480 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $14,621 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 27.500000000000 | LifeRt |
| Current Year Expense | $781 | CurrentYearExpenseAmt |
| Net Investment Income | $781 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $880,861 | EOYBookValueAmt |
| EOYFMV | $880,861 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TAMARACK TIMESHARE | CategoryOrItemTxt |
| Cost Or Other Basis | $21,480 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $15,402 | AccumulatedDepreciationAmt |
| Book Value | $6,078 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $10,942 | $10,942 | $0 |
| OUTSIDE SERVICES | $2,401 | $0 | $0 |
| MEETINGS | $15,745 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $1,769 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,769 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN MARKET VALUE OF SECURITIES | Description |
| Amount | $105,627 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $1,634 | Amt |
| Net Investment Income | $1,634 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,892 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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