J R MORRIS CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- J R MORRIS CHARITABLE FOUNDATION INC (EIN 16-1490773)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-02-15
- IRS object ID
- 201420469349100202
- Schema version
- 2012v2.2
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T03:06:07-00:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Thomas A Podsiadlo CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 Elm Street | AddressLine1 |
| City | Penn Yan | City |
| State | NY | State |
| ZIP Code | 14527 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161490773 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | J R Morris Charitable Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JRMO | NameControl |
| Phone | 6072438383 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 North Glenora Road | AddressLine1 |
| City | Dundee | City |
| State | NY | State |
| ZIP Code | 14837 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey R Morris | Name |
| Title | President | Title |
| Date Signed | 2014-02-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Thomas Podsiadlo | Name |
| Phone | 3155363335 | Phone |
| Date Prepared | 2014-02-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1162799 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 20853 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20853 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16809 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 47000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16809 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 37662 | TotalRevenueAndExpenses |
| Total Net Investment Income | 37662 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 1542 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 771 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 771 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 105 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 98 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1647 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 778 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 869 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 50850 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 50850 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 52497 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 778 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 51719 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -14835 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 36884 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 8769 | CashBOY |
| Cash EOY | 3273 | CashEOY |
| Cash EOYFMV | 3273 | CashEOYFMV |
| Investments Other BOY | 742472 | InvestmentsOtherBOY |
| Investments Other EOY | 733134 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1159526 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 751241 | TotalAssetsBOY |
| Total Assets EOY | 736407 | TotalAssetsEOY |
| Total Assets EOYFMV | 1162799 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Unrestricted BOY | 751241 | UnrestrictedBOY |
| Unrestricted EOY | 736407 | UnrestrictedEOY |
| Total Net Assets BOY | 751241 | TotalNetAssetsBOY |
| Total Net Assets EOY | 736407 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 751241 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 736407 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 751241 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -14835 | ExcessOfRevenueOverExpenses |
| Other Increases | 1 | OtherIncreases |
| Subtotal | 736407 | Subtotal |
| Total Net Assets Fund Balances EOY | 736407 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 623shs Inveatment Co of America | P | 1996-02-13 | 2013-10-29 | 23500 | 16790 | 6710 | 6710 |
| 616shs New Perspective Fund | P | 1996-12-27 | 2013-10-29 | 23500 | 13401 | 10099 | 10099 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16809 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 41479 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 934985 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.044363 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44097 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 954665 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.046191 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 43673 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 880257 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.049614 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 42832 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 749623 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.057138 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 48201 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1071814 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.044971 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.242277 | TotalDistributionRatio |
| Average Distribution Ratio | 000.048455 | AverageDistributionRatio |
| Net Noncharitable Assets | 1068332 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 51766 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 369 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 52135 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 51719 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 738 | InvestmentIncomeExciseTax |
| Subtotal | 738 | Subtotal |
| Tax Based On Investment Income | 738 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 21 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 21 | TotalCreditsAndPayments |
| Tax Paid Original Return | 21 | TaxPaidOriginalReturn |
| Tax Due | 717 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Books In Care Of Person Name | Mr Jeffrey R Morris | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6072438383 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 North Glenora Road | AddressLine1 |
| City | Dundee | City |
| State | NY | State |
| ZIP Code | 148378817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Jeffrey R Morris | ||||||
| 154 N Glenora Road | Dundee | NY | 148378817 | President | 002.00 | 0 |
| Laurie Richer | ||||||
| 154 N Glenora Road | Dundee | NY | 148378817 | Secretary | 004.00 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Scholarships | Description1 |
| Expenses1 | 12500 | Expenses1 |
| Description2 | Contributions To Other Organizations 30 Organizations | Description2 |
| Expenses2 | 38350 | Expenses2 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1076627 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7974 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1084601 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1084601 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16269 | CashDeemedCharitable |
| Net Noncharitable Assets | 1068332 | NetNoncharitableAssets |
| Minimum Investment Return | 53417 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 53417 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 738 | TaxBasedOnInvestmentIncome |
| Total Tax | 738 | TotalTax |
| Distributable Amount Before Adj | 52679 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 52679 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 52679 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 51719 | ExpensesAndContributions |
| Qualifying Distributions | 51719 | QualifyingDistributions |
| Adj Qualifying Distributions | 51719 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 52679 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 7139 | UndistributedIncomePriorYear |
| Qualifying Distributions | 51719 | QualifyingDistributions |
| Applied To Year1 | 7139 | AppliedToYear1 |
| Applied To Current Year | 44580 | AppliedToCurrentYear |
| Undistributed Income CY | 8099 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jeffrey R Morris | ContributingManager |
| Shareholder Manager | None | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Jeffrey R Morris | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 154 North Glenora Road | AddressLine1 |
| City | Dundee | City |
| State | NY | State |
| ZIP Code | 148378817 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6072438383 | RecipientPhoneNumber |
| Form And Info And Materials | Applicants are required to submit a complete biographical record and supporting materials, including a report on their academic careers a detailed statement of their plans and commitments after the scholarshipprogram letters of reference which may include recommendations from instructors and lists of publications and other accomplishments, if any. Applicants must also convince the Foundation of their financial need for thr grant, including the submission of notarized statements showing their parents aggregate annual gross income. | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | Parents of children seeking scholarships must reside in Allegany, Steuben or Yates Counties and have annual gross income of 60,000 or less. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Alfred University Crandall Endowed Scholarship Fund | ||||||
| 1 Saxton Drive | Alfred | NY | 14802 | Exempt | Scholarships | $12,500 |
| Alfred University Annual Fund | ||||||
| 1 Saxton Drive | Alfred | NY | 14802 | Exempt | General Operations | $2,000 |
| Alfred Station Fire Company | ||||||
| Route 244 PO Box 282 | Alfred Station | NY | 14802 | Exempt | Reduction of debt training | $500 |
| Allegany County United Way | ||||||
| PO Box 15 | Wellsville | NY | 14895 | Exempt | General Operations | $500 |
| American Red Cross | ||||||
| 121 East Elm Street | Penn Yan | NY | 14527 | Exempt | Directly assist families and children | $1,000 |
| Arnot Ogden Medical Foundation | ||||||
| 600 Roe Avenue | Elmira | NY | 14905 | Exempt | For the Leblanc Endowment | $2,500 |
| Arnot Ogden Annual Appeal | ||||||
| 600 Roe Avenue | Elmira | NY | 14905 | Exempt | Annual Appeal | $7,500 |
| Alfred-Alfred Station Community Chest | ||||||
| PO Box 603 | Alfred | NY | 14802 | Exempt | General Operations | $500 |
| Camp Good Days and Special Times | ||||||
| 58 West Lake Road | Branchport | NY | 14418 | Exempt | For Campers and programming at Branchport | $1,000 |
| Clemens Center | ||||||
| PO Box 1046 | Elmira | NY | 14902 | Exempt | General Operations | $500 |
| Dundee Ambulance Services | ||||||
| 12 Union Street | Dundee | NY | 14837 | Exempt | For supplies,equipment and improved training | $500 |
| Dundee Children's Center | ||||||
| Main Street | Dundee | NY | 14837 | Exempt | For increased programming and purchases of needed toys and supplies that will provide greater opportunities for the children and families you serve | $750 |
| Dundee Library | ||||||
| 32 Water Street | Dundee | NY | 14837 | Exempt | For acquisition of books and other materials | $1,000 |
| Dundee Library | ||||||
| 32 Water street | Dundee | NY | 14837 | Exempt | For the acquisition of books and increased programming in the childrens area | $1,000 |
| Dundee Area United Fund | ||||||
| PO Box 15 | Dundee | NY | 14837 | Exempt | General Operations | $2,000 |
| Garth Fagan Dance | ||||||
| 50 Chestnut Street | Rochester | NY | 14604 | Exempt | General Operations | $500 |
| Ontario-Yates Hospice | ||||||
| 756 Pre-Emption Road | Geneva | NY | 14456 | Exempt | To assist families in need | $1,000 |
| Literacy Volunteers of Yates County | ||||||
| 117 E Elm Street | Penn Yan | NY | 14527 | Exempt | To directly assist your clients | $1,000 |
| Milly's Pantry Inc | ||||||
| PO Box 196 | Penn Yan | NY | 14527 | Exempt | Foe food and supplies needed to support needy children in the Dundee area | $1,000 |
| Royal Family Kids' Camp | ||||||
| 4 South River Road PO Box 127 | Houghton | NY | 14744 | Exempt | General operations | $1,000 |
| Schuyler Health Foundation | ||||||
| PO Box 828 | Montour Falls | NY | 14837 | Exempt | For the Family of Friends fundraising campaign | $1,500 |
| Dundee Historical Society | ||||||
| 26 Seneca Street | Dundee | NY | 14837 | Exempt | General Operations | $750 |
| Finger Lakes Health | ||||||
| 196 North Street | Geneva | NY | 14456 | Exempt | For the Expansion and Modernization Project | $500 |
| WEOS Radio | ||||||
| 300 Pulteney Street | Geneva | NY | 14456 | Exempt | Public Broadcasting Fund Drive | $1,000 |
| National Right To work | ||||||
| 8001 Braddock Road | Springfield | VA | 22160 | Exempt | General Operations | $1,000 |
| KAIR | ||||||
| 3010 Overseas Highway | Marathon | FL | 33050 | Exempt | Directly for those in need | $1,000 |
| Hart Family Comfort House | ||||||
| 141 East State Street | Wellsville | NY | 14895 | Exempt | To assist families of the Hart House | $500 |
| THON | ||||||
| 210 Hetzel Union Building | University Park | PA | 16802 | Exempt | General Operations | $100 |
| Kirk Of The Keys | ||||||
| 8877 Overseas Highway | Marathon | FL | 33050 | Exempt | General Operations | $2,000 |
| WCNY | ||||||
| 506 Old Liverpool Road | Syracuse | NY | 13220 | Exempt | Public Broadcasting Fund Drive | $1,000 |
| Southern Tier Library System | ||||||
| 9424 Scott Road | Painted Post | NY | 14870 | Exempt | Foe acquisition of books and other materials | $1,000 |
| Geneva Public Library | ||||||
| 244 Main St | Geneva | NY | 14456 | Exempt | General Operations | $250 |
| American University | ||||||
| 4400 Massachusetts Ave | Washington | DC | 20016 | Exempt | General Operations | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 50850 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 20853 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 20853 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 20853 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | The investment interest , dividends and other investment income and gain on the sale of securities sold provide funds |
| 4 | for scholarships, grants and contributions to other charitable organizations. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Thomas A. Podsiadlo CPA | Category |
| Amount | $1,542 | Amount |
| Net Investment Income | 771 | NetInvestmentIncome |
| Disbursements Charitable Prps | 771 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Basis MethodBasisMethod | Total NetTotalNet |
|---|---|---|---|---|---|---|---|
| 623shs Inveatment Co of America | 1996-02 | P | 2013-10 | 23500 | 16790 | Average | 6710 |
| 616shs New Perspective Fund | 1996-12 | P | 2013-10 | 23500 | 13401 | Average | 10099 |
General Explanation Attachment GeneralExplanationAttachment
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| Investment Company Of America | AT COST | 331079 | 460563 |
| New Perspective Fund | AT COST | 402055 | 698963 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Postage | 15 | 7 | 8 |
| Entertainment | 90 | 90 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| Amount | $1 | Amount |
Comments