THE HOLDER FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: THE HOLDER FAMILY FOUNDATION (EIN 88-0475661)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-06-24
IRS object ID: 201441759349100319
Schema version: 2013v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Legal Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-06-24T16:22:50-07:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WHEELER & EGGER CPAS LLP	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	133 OLD WARDS FERRY RD STE J	AddressLine1
City	SONORA	City
State	CA	State
ZIP Code	953707822	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	880475661	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HOLDER FAMILY FOUNDATION	BusinessNameLine1
Business Name Line2	CO H RANDOLPH HOLDER JR	BusinessNameLine2

Field	Value	IRS element (for citing)
Business Name Control	HOLD	BusinessNameControlTxt
Phone	7758311215	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	120 COUNTRY CLUB DRIVE	AddressLine1
City	INCLINE VILLAGE	City
State	NV	State
ZIP Code	89451	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	H RANDOLPH HOLDER	PersonNm
Person Title	President	PersonTitleTxt
Signature	2014-06-24	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	E SAMUEL WHEELER CPA	PreparerPersonNm
PTIN	P00704710	PTIN
Phone	2095361218	PhoneNum
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	$8,590	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$5,800	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Total Rev And Expnss	$5,800	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$275	LegalFeesRevAndExpnssAmt
Taxes Rev And Expnss	$25	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$300	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,800	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,000	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$6,590	CashBOYAmt
Cash EOY	$7,590	CashEOYAmt
Cash EOYFMV	$7,590	CashEOYFMVAmt
Acct Rcvbl	$1,000	AcctRcvblAmt
Acct Rcvbl BOY	$1,000	AcctRcvblBOYAmt
Acct Rcvbl EOY	$1,000	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$1,000	AcctRcvblEOYFMVAmt
Total Assets BOY	$7,590	TotalAssetsBOYAmt
Total Assets EOY	$8,590	TotalAssetsEOYAmt
Total Assets EOYFMV	$8,590	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$7,590	UnrestrictedBOYAmt
Unrestricted EOY	$8,590	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,590	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$8,590	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,590	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$8,590	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,590	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,000	ExcessRevenueOverExpensesAmt
Subtotal	$8,590	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$8,590	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	H RANDOLPH HOLDER JR	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	7758311215	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	120 COUNTRY CLUB DR SUITE 12	AddressLine1
City	INCLINE VILLAGE	City
State	NV	State
ZIP Code	89451	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
H RANDOLPH HOLDER JR
120 COUNTRY CLUB DR SUITE 12	INCLINE VILLAGE	NV	89451	President	1.00	$0
JANICE HOLDER BLACK
201 CARRIAGE TRAIL	WYLIE	TX	75098	Trustee	0.00	$0
MARJORY E HOLDER
202 FLANNERY FORK ROAD	BLOWING ROCK	NC	28605	Trustee	0.00	$0
SUSAN C HOLDER
5940 BRIXWORTH DR	TYLER	TX	75202	Trustee	0.00	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,500	ExpensesAndContributionsAmt
Qualifying Distributions	$4,500	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$4,500	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$4,370	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$7,820	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$4,300	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$19,100	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$6,000	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$41,590	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,500	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus	$4,500	RemainingDistriFromCorpusAmt
Total Corpus	$46,090	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$4,370	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$41,720	ExcessDistriCyovToNextYrAmt
Excess From Year4	$7,820	ExcessFromYear4Amt
Excess From Year3	$4,300	ExcessFromYear3Amt
Excess From Year2	$19,100	ExcessFromYear2Amt
Excess From Year1	$6,000	ExcessFromYear1Amt
Excess From Current Year	$4,500	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	HOLDER FAMILY FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	120 COUNTRY CLUB DR SUITE 12	AddressLine1
City	INCLINE VILLAGE	City
State	NV	State
ZIP Code	89451	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone	7758311215	RecipientPhoneNum
Form And Info And Materials	SUBMISSIONS FOR AN AWARD OR CONTRIBUTION NEED ONLY BE A WRITTEN REQUEST DESCRIBING THE NEED AND PURPOSE OF THE FUNDS.	FormAndInfoAndMaterialsTxt
Submission Deadlines	SUBMISSIONS ARE ACCEPTED 365 DAYS A YEAR	SubmissionDeadlinesTxt
Restrictions On Awards	THERE ARE NO LIMITATIONS OR RESTRICTIONS ON AWARDS.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
SKYLER JENSEN
100 E Bald Moutain Road	Sonora	CA	95370	None	SCHOLARSHIP	$500
KATIE CHRISTIE
17028 UPPER STARR KING DR	SOULSBYVILLE	CA	95372	None	SCHOLARSHIP	$500
GRADY SMITH
BOX 60869 1365 AGATE ST	EUGENE	OR	97403	None	SCHOLARSHIP	$500
HOWARD BLAZZARD
18600 SHELL ROAD	JAMESTOWN	CA	95327	None	SCHOLARSHIP	$500
JODY FLORES
19900 CORTE PRIMERO	SONORA	CA	95370	None	SCHOLARSHIP	$500
KALYN SWEGLES
100 GREENLEY ROAD 34	SONORA	CA	95370	None	SCHOLARSHIP	$500
JADEN BANKS
19372 HILLSDALE DR	SONORA	CA	95370	None	SCHOLARSHIP	$500
KYRSTYN PATTON
PO BOX 42	TUOLUMNE	CA	95379	None	SCHOLARSHIP	$500
Ruger Pearson
995 CEMETARY LANE	SONORA	CA	95370	DONE	SCHOLARSHIP	$500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,500	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEE	CategoryTxt
Legal Fees	$275	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	ANNUAL FILING FEE	CategoryTxt
Amt	$25	Amt

THE HOLDER FAMILY FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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