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HELEN E SNEDDEN FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HELEN E SNEDDEN FOUNDATION (EIN 46-6702453)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-10
IRS object ID
201413149349100771
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-10T17:56:35-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN466702453EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HELEN E SNEDDEN FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHELEBusinessNameControlTxt
Phone9074581040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70432AddressLine1
CityFAIRBANKSCity
StateAKState
ZIP Code99707ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVIRGINIA N FARMIERPersonNm
Person TitleTRUSTEE/EDPersonTitleTxt
Phone9074581040PhoneNum
Signature2014-11-10SignatureDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,638,507FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,455,824ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$29,386InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,134DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,134DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,374NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$12,374GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,374CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,498,718TotalRevAndExpnssAmt
Total Net Invst Incm$13,510TotalNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$3,007TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$3,007TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$181PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$181PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,553OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$1,553OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,741TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,741TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$5,141TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,141TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,493,577ExcessRevenueOverExpensesAmt
Net Investment Income$13,510NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$246,859CashEOYAmt
Cash EOYFMV$246,859CashEOYFMVAmt
Sav And Temp Cash Invst EOY$33,792SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,792SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$1,496,211USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,496,211USGovtObligationsEOYFMVAmt
Corporate Stock EOY$444,149CorporateStockEOYAmt
Corporate Stock EOYFMV$444,149CorporateStockEOYFMVAmt
Corporate Bonds EOY$210,560CorporateBondsEOYAmt
Corporate Bonds EOYFMV$210,560CorporateBondsEOYFMVAmt
Other Investments EOY$206,936OtherInvestmentsEOYAmt
Other Investments EOYFMV$206,936OtherInvestmentsEOYFMVAmt
Total Assets EOY$2,638,507TotalAssetsEOYAmt
Total Assets EOYFMV$2,638,507TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted EOY$2,638,507UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances EOY$2,638,507TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,638,507TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$2,493,577ExcessRevenueOverExpensesAmt
Other Increases$144,930OtherIncreasesAmt
Subtotal$2,638,507SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,638,507TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$12,374CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$270InvestmentIncomeExciseTaxAmt
Subtotal$270SubtotalAmt
Tax Based On Investment Income$270TaxBasedOnInvestmentIncomeAmt
Tax Due$270TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateAKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksVIRGINIA N FARMIERIndividualWithBooksNm
Phone9073225130PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70432AddressLine1
CityFAIRBANKSCity
StateAKState
ZIP Code99707ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonVIRGINIA N FARMIERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70432AddressLine1
CityFAIRBANKSCity
StateAKState
ZIP Code99707ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEE/EXECTitleTxt
Average Hrs Per Wk Devoted To Pos20.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$732,265AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$48,751AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$781,016TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$781,016AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,715CashDeemedCharitableAmt
Net Vl Noncharitable Assets$769,301NetVlNoncharitableAssetsAmt
Minimum Investment Return$38,465MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$38,465MinimumInvestmentReturnAmt
Tax Based On Investment Income$270TaxBasedOnInvestmentIncomeAmt
Total Tax$270TotalTaxAmt
Distributable Before Adj$38,195DistributableBeforeAdjAmt
Distributable Before Ded$38,195DistributableBeforeDedAmt
Distributable As Adjusted$38,195DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,141ExpensesAndContributionsAmt
Qualifying Distributions$5,141QualifyingDistributionsAmt
Adjusted Qualifying Distri$5,141AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,195DistributableAsAdjustedAmt
Qualifying Distributions$5,141QualifyingDistributionsAmt
Applied To Current Year$5,141AppliedToCurrentYearAmt
Undistributed Income CY$33,054UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SANTA'S CLEARING HOUSEBusinessNameLine1

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 70710AddressLine1
CityFAIRBANKSCity
StateAKState
ZIP Code99707ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(C)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL FUNDGrantOrContributionPurposeTxt
Amt$400Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$400TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,386ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,134ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,374ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$42,894ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,894TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
HELEN SNEDDEN ADMINISTRATIVE TRUST
1PO BOX 70432FAIRBANKSAK99707$2,405,824Yes (X)
HELEN E SNEDDEN ESTATE
2PO BOX 70432FAIRBANKSAK99707$50,000Yes (X)

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp

FieldValueIRS element (for citing)
PersonVIRGINIA N FARMIERPersonNm

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDS: TAXABLEBondNm
EOY Book Value$210,560EOYBookValueAmt
EOYFMV$210,560EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$444,149EOYBookValueAmt
EOYFMV$444,149EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$1,496,211StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,496,211StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$206,936BookValueAmt
EOYFMV$206,936EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
MEMBERSHIP DUES$725$725
INSURANCE$828$828

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionUNREALIZED APPRECIATION OF INVESTMENTSDescription
Amount$144,930Amount

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
HELEN SNEDDEN ADMINISTRATIVE TRUST
PO BOX 70432FAIRBANKSAK99707
HELEN E SNEDDEN ESTATE
PO BOX 70432FAIRBANKSAK99707

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