THE LADANE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE LADANE FOUNDATION (EIN 13-4105176)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201433189349100013
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T08:45:20-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 NORTH 3RD STREET FIFTH FLOOR | AddressLine1 |
| City | WILMINGTON | City |
| State | NC | State |
| ZIP Code | 28401 | 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 | 134105176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LADANE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LADA | BusinessNameControlTxt |
| Phone | 9105797300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 CAUSEWAY DRIVE | AddressLine1 |
| City | OCEAN ISLE BEACH | City |
| State | NC | State |
| ZIP Code | 28469 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LADANE WILLIAMSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9105797300 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROB WAGNER | PreparerPersonNm |
| PTIN | P00037480 | PTIN |
| Phone | 9107629671 | PhoneNum |
| 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 | $4,338,422 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $15 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $272,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17 | 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 | $8,685 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,685 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $320 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,880 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $787 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $787 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,813 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,813 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,239 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,239 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,608 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,532 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,332 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,123 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,140 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $262,472 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,263 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$262,455 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,751 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,454 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,454 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $634,126 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $344,968 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $344,968 | USGovtObligationsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $10,400,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $10,400,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $10,400,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,950,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,050,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,788,422 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,338,422 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $11,050,877 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,788,422 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,050,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,788,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,050,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,788,422 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,050,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$262,455 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,788,422 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,788,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| WELLS FARGO ACCT 8533 MONEY MARKET OBLIGATIONS | 2008-11-25 | 2013-02-07 | $5,000 | $5,000 | $0 | $0 |
| WELLS FARGO ACCT 8533 MONEY MARKET OBLIGATIONS | 2008-11-25 | 2013-04-11 | $50,000 | $50,000 | $0 | $0 |
| WELLS FARGO ACCT 8533 MONEY MARKET OBLIGATIONS | 2008-11-25 | 2013-12-03 | $100,000 | $100,000 | $0 | $0 |
| WELLS FARGO ACCT 8533 MONEY MARKET OBLIGATIONS | 2008-11-25 | 2013-12-19 | $52,000 | $52,000 | $0 | $0 |
| WELLS FARGO ACCT 8533 MONEY MARKET OBLIGATIONS | 2008-11-25 | 2013-12-20 | $20,000 | $20,000 | $0 | $0 |
| WELLS FARGO ACCT 8533 MONEY MARKET OBLIGATIONS | 2008-11-25 | 2013-12-31 | $45,000 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $258,623 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,761,665 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054314 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $119,494 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,265,936 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.022692 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,316 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,322,263 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.005902 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,723 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,409,106 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.009474 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,336 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,487,240 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.008386 | DistributionYr5Rt |
| Total Distribution | 0.100768 | TotalDistributionRt |
| Average Distribution | 0.020154 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,464,695 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,981 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,981 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $236,263 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $840 | TotalPaymentsAndCreditsAmt |
| Overpayment | $840 | OverpaymentAmt |
| Applied To ES Tax | $840 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | 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 | WWW.LADANEFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | PAULA BUIS | IndividualWithBooksNm |
| Phone | 9105797300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 CAUSEWAY DRIVE | AddressLine1 |
| City | OCEAN ISLE BEACH | City |
| State | NC | State |
| ZIP Code | 28469 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | NU | ForeignCountryCd |
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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| LADANE WILLIAMSON | ||||||||
| 11 CAUSEWAY DRIVE | OCEAN ISLE BEACH | NC | 28469 | PRESIDENT | 10.00 | $0 | $0 | $0 |
| PAULA BUIS | ||||||||
| 11 CAUSEWAY DRIVE | OCEAN ISLE BEACH | NC | 28469 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| ODELL FRASIER BULLINGTON | ||||||||
| 11 CAUSEWAY DRIVE | OCEAN ISLE BEACH | NC | 28469 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENDRA LADANE BULLINGTON | ||||||||
| 210 ARDEN CREST CT | CARY | NC | 27513 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MITCHELL GRANT BULLINGTON | ||||||||
| 11 CAUSEWAY DRIVE | OCEAN ISLE BEACH | NC | 28469 | DIRECTOR | 1.00 | $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 | $569,929 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,950,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,532,685 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,532,685 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,990 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,464,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $223,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $223,235 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $223,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $223,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $223,235 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,263 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,263 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $236,263 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $235,997 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,263 | QualifyingDistributionsAmt |
| Applied To Year1 | $235,997 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $266 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $222,969 | 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) |
|---|---|---|
| Contributing Manager | LADANE WILLIAMSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | Address Line2RecipientForeignAddress/AddressLine2 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CENTER FOR COMMUNITY TRANSFORMATION INC | ||||||||||||
| 5TH FLOOR JOSHUA CENTER 1428 TAFT | AVE BRGY 676 ZONE 073 | MANILA | RP | PROGRAM | NONE | PROVIDING FUNDING FOR BUILDING IMPROVEMENTS & MAINTENANCE/REPAIR PROJECTS FOR A VOCATIONAL AND TECHNICAL SCHOOL | $20,000 | |||||
| CURE INTERNATIONAL | ||||||||||||
| PROGRAM | NONE | PROVIDING FUNDING FOR SURGICAL PROCEDURES FOR CHILDREN IN NEED | $52,000 | 701 BOSLER AVENUE | LEMOYNE | PA | 17043 | |||||
| DUKE UNIVERSITY | ||||||||||||
| UNRELATED | NONE | GENERAL DONATION | $17,500 | BOX 90600 | DURHAM | NC | 27708 | |||||
| FIFTH AVENUE PRESBYERITAN CHURCH NEW YORK NY | ||||||||||||
| UNRELATED | NONE | IMPROVEMENTS TO CHURCH | $25,000 | 7 WEST 55TH STREET | NEW YORK | NY | 10019 | |||||
| HOGAR ZACARIAS GUERRA | ||||||||||||
| PO BOX C-085 | MANAGUA | NU | PROGRAM | NONE | FUNDING PROTECTION HOME THAT EDUCATES CHILDREN AND TEENAGERS WHO HAVE BEEN VICTIMS OF ABUSE AND ABANDONMENT | $10,000 | ||||||
| LA FAMILIA PADRE FABRETTO | ||||||||||||
| 500 MTS AL OESTE | MANAGUA | NU | PROGRAM | NONE | PROVIDING MEALS FOR CHILDREN | $15,000 | ||||||
| NICARAGUAN CHRISTIAN SCHOOL COLEGIA CRISTIANO EN NICARAGUA | ||||||||||||
| PROGRAM | NONE | PROVIDING FUNDING TO PROGRAM WHICH IMPROVES THE SCHOOL FACILITIES AND EDUCATIONAL SERVICES | $32,140 | CAMPBELL ST CHURCH OF CHRIST 1490 | JACKSON | TN | 38305 | CAMPBELL STREET | ||||
| POTTER'S HOUSE ASOCIACION CASA DEL ALFARERO | ||||||||||||
| 29 CALLE 7-42 ZONA 3 | GUATEMALA | GT | PROGRAM | NONE | PROVIDING FUNDING OF CONSTRUCTION MATERIALS FOR NEW HOMES AND IMPROVEMENTS TO EDUCATIONAL FACILITIES IN THE POVERTY ZONE OF GUATEMALA CITY. | $40,000 | ||||||
| ST JAMES CHURCH | ||||||||||||
| UNRELATED | NONE | GENERAL DONATION | $500 | 25 S 3RD ST | WILMINGTON | NC | 28401 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,140 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING / TAX PREPARATION | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $320 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,880 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $344,968 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $344,968 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,685 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,685 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL REPORT FEE | $25 | $0 | $0 |
| FILING FEES | $20 | $0 | $0 |
| BANK CHARGES FOR CHARITABLE TRANSFERS | $751 | $0 | $751 |
| OFFICE SUPPLIES | $312 | $0 | $281 |
| PROGRAM PROMOTION | $500 | $0 | $500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $787 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $787 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REAL ESTATE TAXES | CategoryTxt |
| Amt | $25,813 | Amt |
| Net Investment Income | $25,813 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments