THE WILLIAM AND PHYLLIS SNYDER: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM AND PHYLLIS SNYDER (EIN 75-2847446)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201431349349100613
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T08:19:38-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271681844 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTES ARMSTRONG EARLEY LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907 W HENDERSON STE A | AddressLine1 |
| City | CLEBURNE | City |
| State | TX | State |
| ZIP Code | 76033 | 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 | 752847446 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM AND PHYLLIS SNYDER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNYD | BusinessNameControlTxt |
| Phone | 2146926941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 CARMARTHEN COURT | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM B SNYDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2146926941 | PhoneNum |
| Signature | 2014-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY L ESTES | PreparerPersonNm |
| PTIN | P01069203 | PTIN |
| Phone | 8176453962 | PhoneNum |
| Preparation | 2014-05-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $924,190 | 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 | $6,192 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $26,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,671 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,756 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,663 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $62,187 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,987 | 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 |
| Accounting Fees Rev And Expnss | $6,192 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,192 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,924 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,924 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,303 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,419 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,419 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,419 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,568 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,298 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,688 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,688 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $325 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,800 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,800 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $814,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $911,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $911,702 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $825,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $924,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $924,190 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $825,023 | UnrestrictedBOYAmt |
| Unrestricted EOY | $924,190 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $825,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $924,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $825,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $924,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $825,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $69,424 | OtherIncreasesAmt |
| Subtotal | $924,215 | SubtotalAmt |
| Other Decreases | $25 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $924,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WWT ALLCAP VALUE 31.7748 SHARES | P | 2013-01-07 | $5,132 | $4,903 | $229 | $229 |
| WWT WMERGING MKTS 104.8822 SHARES | P | 2013-01-07 | $8,085 | $7,121 | $964 | $964 |
| WWT GLOBAL EQUITY 106.2588 SHARES | P | 2013-01-07 | $13,785 | $13,726 | $59 | $59 |
| WWT INT'L FIXED INCOME 191.2224 SHARES | P | 2013-01-07 | $21,148 | $21,216 | -$68 | -$68 |
| WWT HIGH YIELD BOND 14.523 SHARES | P | 2013-08-12 | $1,346 | $1,376 | -$30 | -$30 |
| WWT HIGH YIELD BOND 8.048 SHARES | P | 2013-08-23 | $740 | $763 | -$23 | -$23 |
| WWT INCOME OPPORTUNITY 7.029 SHARES | P | 2013-08-23 | $1,005 | $1,021 | -$16 | -$16 |
| WWT ALLCAP GROWTH EQUITY | P | 2013-08-12 | $4,633 | $4,108 | $525 | $525 |
| WWT ALLCAP VALUE 46.2592 SHARES | P | 2013-08-12 | $8,911 | $7,586 | $1,325 | $1,325 |
| WWT GLOBAL EQUITY 1.1421 SHARES | P | 2013-08-12 | $160 | $148 | $12 | $12 |
| WWT INTERMEDIATE BOND 21.3925 SHARES | P | 2013-08-12 | $2,498 | $2,576 | -$78 | -$78 |
| WWT ALLCAP GROWTH EQUITY 27.6185 SHRES | P | 2013-08-23 | $2,513 | $2,245 | $268 | $268 |
| WWT ALLCAP VALUE 9.7749 SHARES | P | 2013-08-23 | $1,850 | $1,603 | $247 | $247 |
| WWT EMERGING MARKETS 21.4821 SHARES | P | 2013-08-23 | $1,400 | $1,474 | -$74 | -$74 |
| WWT GLOBAL EQUITY 24.315 SHARES | P | 2013-08-23 | $3,364 | $3,140 | $224 | $224 |
| WWT INTERMEDIATE BOND 27.6477 SHARES | P | 2013-08-23 | $3,208 | $3,330 | -$122 | -$122 |
| WWT INT'L FIXED INCOME 4.4602 SHARES | P | 2013-08-23 | $455 | $471 | -$16 | -$16 |
| WWT SHORT DURATION HIGH YIELD BOND 17.0057 SHARES | P | 2013-08-23 | $1,702 | $1,742 | -$40 | -$40 |
| K-1 ALLCAP GROWTH WWT | P | 2013-12-31 | $2,605 | $2,605 | $2,605 | |
| K-1 ALLCAP GROWTH WWT | P | 2013-12-31 | $5,349 | $5,349 | $5,349 | |
| K-1 ALLCAP VALUE WWT | P | 2013-12-31 | $5,237 | $5,237 | $5,237 | |
| K-1 ALLCAP VALUE WWT | P | 2013-12-31 | $12,227 | $12,227 | $12,227 | |
| K-1 EMERGING MARKETS | P | 2013-12-31 | $450 | -$450 | -$450 | |
| K-1 EMERGING MARKETS | P | 2013-12-31 | $734 | -$734 | -$734 | |
| K-1 GLOBAL EQUITY WWT | P | 2013-12-31 | $657 | $657 | $657 | |
| K-1 GLOBAL EQUITY WWT | P | 2013-12-31 | $565 | -$565 | -$565 | |
| K-1 INT'L FIXED INCOME WWT | P | 2013-12-31 | $202 | -$202 | -$202 | |
| K-1 INT'L FIXED INCOME WWT | P | 2013-12-31 | $305 | -$305 | -$305 | |
| K-1 HIGH YIELD BOND WWT | P | 2013-12-31 | $191 | $191 | $191 | |
| K-1 HIGH YIELD BOND WWT | P | 2013-12-31 | $492 | $492 | $492 | |
| K-1 INCOME OPPORTUNITY WWT | P | 2013-12-31 | $722 | -$722 | -$722 | |
| K-1 INCOME OPPORTUNITY WWT | P | 2013-12-31 | $2,993 | $2,993 | $2,993 | |
| K-1 INTERMEDIATE BOND WWT | P | 2013-12-31 | $85 | -$85 | -$85 | |
| K-1 REIT INVESTMENT WWT | P | 2013-12-31 | $255 | $255 | $255 | |
| K-1 REIT INVESTMENT WWT | P | 2013-12-31 | $815 | $815 | $815 | |
| K-1 SHORT DURATION HIGH YIELD BOND WWT | P | 2013-12-31 | $248 | -$248 | -$248 | |
| K-1 ALLCAP GROWTH WWT | P | 2013-12-31 | $233 | -$233 | -$233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,663 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $795,405 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031431 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,845 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $814,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061214 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $632 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $774,591 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000816 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,387 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $643,079 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.006822 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $84,213 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $835,092 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.100843 | DistributionYr5Rt |
| Total Distribution | 0.201126 | TotalDistributionRt |
| Average Distribution | 0.040225 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $861,538 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,655 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $416 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $35,071 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $831 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $831 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $831 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,969 | OverpaymentAmt |
| Applied To ES Tax | $1,969 | 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 | TX | 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 | ESTES ARMSTRONG EARLEY LLC | IndividualWithBooksNm |
| Phone | 8176453962 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907-A WEST HENDERSON | AddressLine1 |
| City | CLEBURNE | City |
| State | TX | State |
| ZIP Code | 76033 | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B SNYDER | ||||||||
| 5 CARMARTHEN COURT | DALLAS | TX | 75225 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| PHYLLIS G SNYDER | ||||||||
| 5 CARMARTHEN COURT | DALLAS | TX | 75225 | VICE-PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 |
| CLAUDIA SNYDER FERRARA | ||||||||
| 536 MELODY LANE | RICHARDSON | TX | 75081 | 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 |
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 | $869,198 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,460 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $874,658 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $874,658 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $861,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,077 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,077 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $831 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $831 | TotalTaxAmt |
| Distributable Before Adj | $42,246 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,246 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,246 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,782 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $9,441 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $12,223 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,223 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,223 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,023 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGDON COLLEGE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST FAIRVIEW AVE | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | EDUCATIONAL | GrantOrContributionPurposeTxt |
| Amt | $17,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,000 | 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 | $26,274 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,671 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $26,274 | ExclusionAmt |
| Related Or Exempt Function Incm | $29,721 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,995 | 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 | 4,8 | LineNumberTxt |
| Relationship Statement | THIS IS A SUPPLEMENTARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS' CHARITABLE AND EDUCATIONAL PURPOSE. | 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 | WILLIAM B SNYDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 CARMARTHEN CT | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,192 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $6,192 | Amt |
| Net Investment Income | $6,192 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | K-1 OTHER PORTFOLIO LOSSES WWT | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2013-12 | SoldDt |
| Basis | $992 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$992 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WESTWOOD TRUST | StockNm |
| EOY Book Value | $911,702 | EOYBookValueAmt |
| EOYFMV | $911,702 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PENALTIES | Description |
| Amount | $25 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $50 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $69,424 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | CategoryTxt |
| Amt | $5,924 | Amt |
| Net Investment Income | $5,924 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $2,782 | $2,782 | $0 |
| FOREIGN TAXES PAID | $521 | $521 | $0 |
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