KENNETH W ODEN CHARITABLE TR 052704: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KENNETH W ODEN CHARITABLE TR 052704 (EIN 20-7052490)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-12
- IRS object ID
- 201442559349100509
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-12T02:47:04-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ingersoll Law Practice PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3733 National Drive Ste 215 | AddressLine1 |
| City | Raleigh | City |
| State | NC | State |
| ZIP Code | 27612 | 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 | 207052490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kenneth W Oden Charitable Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KENN | BusinessNameControlTxt |
| Phone | 2529956086 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42198 Askins Creek Drive | AddressLine1 |
| City | Avon | City |
| State | NC | State |
| ZIP Code | 27915 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jean-Louise Dixon | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shaun Ingersoll | PreparerPersonNm |
| Phone | 9197830236 | PhoneNum |
| Preparation | 2014-09-12 | 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 | $202,468 | 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 | $29,472 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,904 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $102,135 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,112 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,112 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,112 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $30,016 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,448 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,112 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $9,233 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,233 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,483 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,483 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $340 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $340 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,477 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,477 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $25,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,533 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,387 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,387 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,533 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,387 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$41,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,112 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,034 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $25,406 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,051 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,051 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $217,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $184,417 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $184,417 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $244,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,468 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $202,468 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $244,372 | RetainedEarningBOYAmt |
| Retained Earning EOY | $202,468 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $244,372 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $202,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $244,372 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $202,468 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $244,372 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$41,904 | ExcessRevenueOverExpensesAmt |
| Subtotal | $202,468 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $202,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Twitter Inc | P | 2013-11-25 | 2013-12-30 | $23,849 | $22,190 | $1,659 | $1,659 |
| Ishares MSCI | P | 2012-02-09 | 2013-02-15 | $75,022 | $86,437 | -$11,415 | -$11,415 |
| Powershares | P | 2012-02-09 | 2013-08-27 | $3,264 | $3,412 | -$148 | -$148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,904 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,659 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,413 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $240,706 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.508558 | DistributionYr1Rt |
| Total Distribution | 000.508558 | TotalDistributionRt |
| Average Distribution | 000.508558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $220,737 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,258 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112,258 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,387 | QualifyingDistributionsAmt |
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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| 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 | hatterasyouth.com | WebsiteAddressTxt |
| Individual With Books | Jean-Louise Dixon | IndividualWithBooksNm |
| Phone | 2529956086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42198 Askins Creek Drive | AddressLine1 |
| City | Avon | City |
| State | NC | State |
| ZIP Code | 27915 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Jean-Louise Dixon | ||||||
| 42198 Askins Creek Drive | Avon | NC | 27915 | Trustee | 005.00 | $0 |
| Warren Gaskins III | ||||||
| 39288 Tarpon Drive | Avon | NC | 27915 | Director | 000.50 | $0 |
| Jennifer Johnson | ||||||
| 57019 Kohler Drive | Hatteras | NC | 27943 | Director | 000.50 | $0 |
| Christy Oberbeck | ||||||
| 50220 Spencer Lane | Frisco | NC | 27936 | Director | 000.50 | $0 |
| Jonna Midgette | ||||||
| PO Box 40 | Rodanthe | NC | 27968 | Director | 000.50 | $0 |
| Kristen Day | ||||||
| 50290 Spencer Lane | Frisco | NC | 27936 | Director | 000.50 | $0 |
| Caroline Gaskill | ||||||
| 51995 NC Highway 12 | Frisco | NC | 27936 | Director | 000.50 | $0 |
| Trafton Reynolds | ||||||
| 47434 Lost Tree Trail | Buxton | NC | 27915 | Director | 000.50 | $0 |
| Josephine Oden | ||||||
| 57217 Odens Lane | Avon | NC | 27915 | Trustee | 000.10 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation supports the local public schools on Hatteras Island, North Carolina, so as to meet the initial purpose to benefit the children of Hatteras Island. Grants are made to professional educators and administrators of the local elementary, secondary and high school to enhance educational programs | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | The grants support all of the students of the only local public schools on Hatteras Island which include over 500 students | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $206,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,051 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $224,098 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $224,098 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,361 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $220,737 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,037 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,037 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $11,037 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,037 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,037 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,387 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $46,387 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $46,387 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,037 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $110,378 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $110,378 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,387 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,037 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,350 | RemainingDistriFromCorpusAmt |
| Total Corpus | $145,728 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $145,728 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $110,378 | ExcessFromYear1Amt |
| Excess From Current Year | $35,350 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | none | ContributingManagerNm |
| Shareholder Manager | none | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Jean-Louise Dixon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42198 Askins Creek Drive | AddressLine1 |
| City | Avon | City |
| State | NC | State |
| ZIP Code | 27915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2529956086 | RecipientPhoneNum |
| Form And Info And Materials | Contact Trustee Jean-Louise Dixon by phone for application or visit website | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | All Grants must directly benifit the children of Hatteras Island, North Carolina. See Bylaws for info | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Cape Hatteras Secondary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $14,603 |
| Cape Hatteras Elementary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $360 |
| Cape Hatteras Secondary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $603 |
| Cape Hatteras Secondary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $2,500 |
| Cape Hatteras Secondary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $5,000 |
| Cape Hatteras Secondary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $7,000 |
| Cape Hatteras Elementary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $512 |
| Cape Hatteras Secondary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $1,491 |
| Cape Hatteras Secondary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $5,000 |
| Cape Hatteras Secondary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $6,000 |
| Cape Hatteras Secondary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $731 |
| Cape Hatteras Elementary School | ||||||
| Highway 12 | Buxton | NC | 27920 | none | education | $2,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,387 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| brokerage | |||||||
| Twitter Inc | 2013-11 | P | 2013-12 | $23,849 | $22,190 | cash | $1,659 |
| brokerage | |||||||
| Ishares MSCI | 2012-02 | P | 2013-02 | $75,022 | $86,437 | cash | -$11,415 |
| brokerage | |||||||
| Powershares | 2012-02 | P | 2013-08 | $3,264 | $3,412 | cash | -$148 |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Raymond James Inv. Acct | StockNm |
| EOY Book Value | $184,417 | EOYBookValueAmt |
| EOYFMV | $184,417 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Ingersoll Law Practice, PLLC | CategoryTxt |
| Legal Fees | $9,233 | LegalFeesAmt |
| Net Investment Income | $9,233 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| t shirts | $5,539 | $5,539 |
| postage | $53 | $53 |
| race permits | $200 | $200 |
| supplies | $3,840 | $3,840 |
| web site prep | $2,993 | $2,993 |
| cleaning and maint | $150 | $150 |
| trophies and awards | $702 | $702 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | refunds from previous unused grants | Desc |
| Revenue And Expenses Per Books | $1,112 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,112 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,112 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | management fee | CategoryTxt |
| Amt | $2,483 | Amt |
| Net Investment Income | $2,483 | NetInvestmentIncomeAmt |
Comments