MICHAEL J AND VICKI L MCCLELLAND FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
MICHAEL J AND VICKI L MCCLELLAND FAMILY FOUNDATION (EIN 35-2093969)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-07
IRS object ID
201413119349100211
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-07T10:47:39-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351724750PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUCHERI MCCARTY & METZ LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2147AddressLine1
CityKOKOMOCity
StateINState
ZIP Code469042147ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352093969EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL J & VICKI L MCCLELLAND FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlMICHBusinessNameControlTxt
Phone8647101771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1120 AIRPLANE CTAddressLine1
CityMOORESVILLECity
StateNCState
ZIP Code28117ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL J MCCLELLANDPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone8647101771PhoneNum
Signature2014-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRONALD J METZ CPAPreparerPersonNm
PTINP00052784PTIN
Phone7652362300PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$332,373FMVAssetsEOYAmt
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$6,610DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,610DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,610DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$1,409NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,409GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,409CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,019TotalRevAndExpnssAmt
Total Net Invst Incm$8,019TotalNetInvstIncmAmt
Total Adj Net Incm$6,610TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,623AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,623AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$220TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$220TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,843TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,843TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$16,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,143TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$18,143TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,124ExcessRevenueOverExpensesAmt
Net Investment Income$8,019NetInvestmentIncomeAmt
Adjusted Net Income$6,610AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$32,078CashBOYAmt
Cash EOY$14,245CashEOYAmt
Cash EOYFMV$14,245CashEOYFMVAmt
Sav And Temp Cash Invst BOY$728SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$569SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$569SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$270,711CorporateStockBOYAmt
Corporate Stock EOY$275,812CorporateStockEOYAmt
Corporate Stock EOYFMV$317,559CorporateStockEOYFMVAmt
Total Assets BOY$303,517TotalAssetsBOYAmt
Total Assets EOY$290,626TotalAssetsEOYAmt
Total Assets EOYFMV$332,373TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,767OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,767TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$319,539CapitalStockBOYAmt
Capital Stock EOY$319,539CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$18,789RetainedEarningBOYAmt
Retained Earning EOY-$28,913RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$300,750TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$290,626TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$303,517TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$290,626TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$300,750TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,124ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$290,626SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$290,626TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,409GrossSalesPriceAmt
Gain Or Loss$1,409GainOrLossAmt
Gains Minus Excess Or Losses$1,409GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,409CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$18,046AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$384,876NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.046888DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,022AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$316,820NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053728DistributionYr2Rt
Adjusted Qlfy Distri Yr3$18,158AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$333,971NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054370DistributionYr3Rt
Adjusted Qlfy Distri Yr4$19,805AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$307,961NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.064310DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,736AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$430,196NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.050526DistributionYr5Rt
Total Distribution0.269822TotalDistributionRt
Average Distribution0.053964AverageDistributionRt
Net Vl Noncharitable Assets$315,050NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,001AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$80NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,081AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,143QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$80InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$80SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$80TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$80AppliedToEsTaxAmt
Total Payments And Credits$80TotalPaymentsAndCreditsAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVALEO FINANCIAL ADVISORSIndividualWithBooksNm
Phone3175734699PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1630 W CARMEL DRIVE SUITE 130AddressLine1
CityCARMELCity
StateINState
ZIP Code460322513ZIPCode
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL J MCCLELLAND
120 AIRPLANE CTMOORESVILLENC28117TRUSTEE2.00$0$0$0
VICKI L MCCLELLAND
120 AIRPLANE CTMOORESVILLENC28117TRUSTEE2.00$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$296,686AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,162AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$319,848TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$319,848AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,798CashDeemedCharitableAmt
Net Vl Noncharitable Assets$315,050NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,753MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,753MinimumInvestmentReturnAmt
Tax Based On Investment Income$80TaxBasedOnInvestmentIncomeAmt
Total Tax$80TotalTaxAmt
Distributable Before Adj$15,673DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$15,673DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$15,673DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,143ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$18,143QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$80PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,063AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,673DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$309ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$309TotalExcessDistributionCyovAmt
Qualifying Distributions$18,143QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,673AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,470RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,779TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,779ExcessDistriCyovToNextYrAmt
Excess From Year2$309ExcessFromYear2Amt
Excess From Current Year$2,470ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL J MCCLELLANDContributingManagerNm
Contributing ManagerVICKI L MCCLELLANDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2
ALZHEIMER'S ASSOCIATION
PO BOX 96011WASHINGTONDC200906011PUBLICEXEMPT PURPOSE$500
AUBURN CORD DUESENBERG AUTO MUSEUM
1600 SOUTH WAYNE STAUBURNIN46706PUBLICEXEMPT PURPOSE$1,000
MAKE A WISH
7330 WOODLAND DR 201INDIANAPOLISIN46278PUBLICEXEMPT PURPOSE$500
BLUE RIDGE PARKWAY FOUNDATION
717 SOUTH MARSHALL STREET SUITEWINSTON SALEMNC27101PUBLICEXEMPT PURPOSE$500105B
BOY SCOUTS OF AMERICA SAGAMORE DISTRICT
518 N MAIN ST PO BOX 865KOKOMOIN469030865PUBLICEXEMPT PURPOSE$500
COMM FOUNDATION OF HOWARD CO
215 WEST SYCAMOREKOKOMOIN46901PUBLICEXEMPT PURPOSE$1,500
COVE CHURCH
197 LANGTREE RDMOORESVILLENC28117PUBLICEXEMPT PURPOSEEXEMPT PURPOSE$1,300
DOVE HOUSE CHILDREN'S ADVOCACY CENTER
PO BOX 825STATESVILLENC28687PUBLICEXEMPT PURPOSE$800
FAMILY SVC ASSOCIATION OF HOWARD CO
618 SOUTH MAIN STKOKOMOIN46901PUBLICEXEMPT PURPOSE$1,500
ROCKY MOUNT UMC OF LAKE NORMAN
1739 PERTH ROADMOORESVILLENC28117PUBLICEXEMPT PURPOSE$800
KOKOMO AUTOMOTIVE MUSEUM
1500 N REED RDKOKOMOIN46901PUBLICEXEMPT PURPOSE$500
MOORESVILLE SOUP KITCHEN
275 SOUTH BROAD STREETMOORESVILLENC28115PUBLICEXEMPT PURPOSE$800
NATIONAL PARKINSON FOUNDATION
1501 NW 9TH AVENUE/BOB HOPE ROADMIAMIFL33136PUBLICEXEMPT PURPOSE$1,300
MOORESVILLE CHRISTIAN MISSION
266 N BROAD STMOORESVILLENC28115PUBLICEXEMPT PURPOSE$800
TELL CITY HISTORICAL SOCIETY
648 9TH STTELL CITYIN47586PUBLICEXEMPT PURPOSE$500
SPECIAL OLYMPICS TRANSYLVANIA CO SPECIAL OLYMPICS
2200 GATEWAY CENTRE BLVD STE 201MOORESVILLENC27560PUBLICEXEMPT PURPOSE$500
UNITED WAY OF HOWARD COUNTY
210 W WALNUT STKOKOMOIN46901PUBLICEXEMPT PURPOSE$500
WHEATLAND AVE METHODIST CHURCH
440 WHEATLAND AVELOGANSPORTIN46947PUBLICEXEMPT PURPOSE$1,000
YMCA OF KOKOMO
200 NORTH UNION STKOKOMOIN46901PUBLICEXEMPT PURPOSE$1,000
FIRST CHRISTIAN CHURCH
854 N COUNTY ROAD 300 WKOKOMOIN46901PUBLICEXEMPT PURPOSE$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$16,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,610ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,409ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,019ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,019TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,623Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,623DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE FOUNDATION IS EXEMPT FROM FILING UNDER SC CODE ANN 33-56-50.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$275,812EOYBookValueAmt
EOYFMV$317,559EOYFMVAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOAN PAYABLEDesc
BOY Book Value$2,767BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX PAIDCategoryTxt
Amt$220Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$220DisbursementsCharitablePrpsAmt

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