CALABAR FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CALABAR FOUNDATION (EIN 02-0787615)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-17
- IRS object ID
- 201423219349100047
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T10:15:44-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 570776381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBSTERROGERS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1999 | AddressLine1 |
| City | BLUFFTON | City |
| State | SC | State |
| ZIP Code | 29910 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020787615 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALABAR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALA | BusinessNameControlTxt |
| Phone | 8433415675 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CASTLEBRIDGE COURT | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW SUMMERS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8433415675 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RAYMOND E WARCO | PreparerPersonNm |
| PTIN | P00045528 | PTIN |
| Phone | 8437068440 | PhoneNum |
| Preparation | 2014-11-17 | 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 | $1,003,010 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $352,724 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,685 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $119,488 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $119,488 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $488,914 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $136,190 | 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 |
| Legal Fees Rev And Expnss | $2,634 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,634 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,935 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,935 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $108,429 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $108,429 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,857 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $61,095 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $61,095 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $102,069 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $102,069 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $283,019 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $278,162 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $157,135 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $157,135 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $440,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $435,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,760 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,190 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,032 | CashBOYAmt |
| Cash EOY | $980,275 | CashEOYAmt |
| Cash EOYFMV | $980,275 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,683 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl | $5,733 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,698 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $5,733 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,733 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $806,945 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $21,859 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,857 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $17,002 | LandEOYAmt |
| Land EOYFMV | $17,002 | LandEOYFMVAmt |
| Total Assets BOY | $945,358 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,003,010 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,003,010 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,308 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,200 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,200 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $940,050 | RetainedEarningBOYAmt |
| Retained Earning EOY | $988,810 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $940,050 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $988,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $945,358 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,003,010 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $940,050 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,760 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $988,810 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $988,810 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $244,509 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $953,378 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.256466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $376,930 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,003,883 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.375472 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $513,916 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,239,794 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.414517 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $71,451 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,357,605 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052630 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,047 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,359,201 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.010335 | DistributionYr5Rt |
| Total Distribution | 1.109420 | TotalDistributionRt |
| Average Distribution | 0.221884 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,046,997 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $232,312 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,362 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $233,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $435,297 | 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 | $1,362 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,362 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,362 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $1,349 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | ANDREW SUMMERS | IndividualWithBooksNm |
| Phone | 8433415675 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CASTLEBRIDGE COURT | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW SUMMERS | ||||||||
| 3 CASTLEBRIDGE COURT | HILTON HEAD ISLAND | SC | 29928 | SECRETARY/TREASURER/DIRECT | 0.00 | $0 | $0 | $0 |
| BEN PAULUHN | ||||||||
| 26945 BELLA VISTA DRIVE | HOWEYINTHEHILLS | FL | 34737 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DARISSE SUMMERS | ||||||||
| 3 CASTLEBRIDGE COURT | HILTON HEAD ISLAND | SC | 29928 | PRESIDENT/DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ACTIVITIES INCLUDE PROVIDING GUIDANCE AND SUPPORT OF INSTRUCTIONAL ACTIVITES TO PRIMARY AND SECONDARY SCHOOLS. | Description1Txt |
| Expenses1 | $435,297 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $803,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $259,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,062,941 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,062,941 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,944 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,046,997 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,362 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,362 | TotalTaxAmt |
| Distributable Before Adj | $50,988 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,988 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,988 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $435,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $435,297 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,362 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $433,935 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,988 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5,069 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $451,928 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $327,176 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $197,126 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $981,299 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $435,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,988 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $384,309 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,365,608 | 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 | $1,365,608 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,069 | ExcessFromYear4Amt |
| Excess From Year3 | $451,928 | ExcessFromYear3Amt |
| Excess From Year2 | $327,176 | ExcessFromYear2Amt |
| Excess From Year1 | $197,126 | ExcessFromYear1Amt |
| Excess From Current Year | $384,309 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANDREW SUMMERS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CASTLEBRIDGE COURT | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8433415675 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD VARHA HIGH SCHOOL | ||||||||
| 3569 THEMBISA | DIMBAZA | EASTERN CAPE 5671 | SF | 5671 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $25,247 |
| ST MATTHEWS HIGH SCHOOL | ||||||||
| ST MATTHEWS MISSION | KEISKAMMAHOEK | EASTERN CAPE 3200 | SF | 3200 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $48,078 |
| TOISE HIGH SCHOOL | ||||||||
| 1339 KING WILLIAMS TOWN | TSOLA | EASTERN CAPE 5600 | SF | 5600 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $32,315 |
| XOLANI HIGH SCHOOL | ||||||||
| ZONE 6 PO BOX 230 | ZWELITHSA | EASTERN CAPE 5608 | SF | 5608 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $15,665 |
| ZK MATHEWS HIGH SCHOOL | ||||||||
| BALASI | BISHO | EASTERN CAPE 5605 | SF | 5605 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $27,566 |
| GOOD SHEPHERD | ||||||||
| HUNTLEY ST | GRAHAMSTOWN | EASTERN CAPE 3200 | SF | 6139 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $8,264 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $157,135 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,685 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $136,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,190 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3-8 | LineNumberTxt |
| Relationship Statement | ALL ASSETS ARE INVESTED. EARNINGS ARE USED TO FUND PAYMENT OF ADMINISTRATIVE COSTS AND CONTRIBUTIONS. | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANDREW SUMMERS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CASTLEBRIDGE COURT | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,935 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,935 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VEHICLE | PropertyDesc |
| Acquired | 2013-12-31 | AcquiredDt |
| Cost Or Other Basis | $21,859 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.000000000000 | LifeRt |
| Current Year Expense | $4,857 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CAVELLA TRUST FUNDS | AT COST | $0 | $0 |
| CAVELLA TRUST FUNDS FMV ADJUSTMENT | AT COST | $0 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VEHICLE | CategoryOrItemTxt |
| Cost Or Other Basis | $21,859 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,857 | AccumulatedDepreciationAmt |
| Book Value | $17,002 | BookValueAmt |
| EOYFMV | $17,002 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,634 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,634 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,931 | $0 | $1,931 |
| INFORMATION TECHNOLOGY -WEBSITE | $32,430 | $0 | $32,430 |
| MISCELLANEOUS | $146 | $0 | $146 |
| ADMINISTRATION | $3,102 | $0 | $3,102 |
| TRAINING | $1,772 | $0 | $1,772 |
| COMMUNITY ACTIVITIES | $16,787 | $0 | $16,787 |
| LITERACY PROGRAM | $34,198 | $0 | $34,198 |
| OTHER SUPPORTING COSTS | $11,703 | $0 | $11,703 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CALLEVA TRUST FUND | Desc |
| Revenue And Expenses Per Books | $119,488 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $119,488 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $119,488 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER | $1,169 | $0 | $1,169 |
| FACILITATORS | $107,260 | $0 | $107,260 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW SUMMERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CASTLEBRIDGE COURT | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | ZIPCode |
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