THE FULLGRAF FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE FULLGRAF FOUNDATION (EIN 30-6013098)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201301339349100000
- Schema version
- 2012v2.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T12:56:33-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Lane Suite 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306013098 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fullgraf Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FULL | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jan F Golann | Name |
| Title | President | Title |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 8143318 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2821786 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 79 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 79 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 164333 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 164333 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 11764 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 12251 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 11764 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2997962 | TotalRevenueAndExpenses |
| Total Net Investment Income | 176176 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2872 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 2872 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 575 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Dsbrs Chrtbl Prps | 575 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 300 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 19475 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 19475 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 23222 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 22922 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 49500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 49500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 72722 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 72422 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2925240 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 176176 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 60642 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 43073 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 43073 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3483265 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 7488636 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8100245 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1062562 | InvestmentsOtherBOY |
| Total Assets BOY | 4606469 | TotalAssetsBOY |
| Total Assets EOY | 7531709 | TotalAssetsEOY |
| Total Assets EOYFMV | 8143318 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4606469 | RetainedEarningsBOY |
| Retained Earnings EOY | 7531709 | RetainedEarningsEOY |
| Total Net Assets BOY | 4606469 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7531709 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4606469 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7531709 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4606469 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2925240 | ExcessOfRevenueOverExpenses |
| Subtotal | 7531709 | Subtotal |
| Total Net Assets Fund Balances EOY | 7531709 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 12251 | GrossSalesPrice |
| Cost Or Other Basis | 487 | CostOrOtherBasis |
| Gain Or Loss | 11764 | GainOrLoss |
| Gains Minus Excess Or Losses | 11764 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 11764 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 129215 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2275979 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.056773 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1500 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1939451 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.000773 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 106000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1783079 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.059448 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 151960 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1771655 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.085773 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 84000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2009074 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.041810 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.244577 | TotalDistributionRatio |
| Average Distribution Ratio | 000.048915 | AverageDistributionRatio |
| Net Noncharitable Assets | 5783952 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 282922 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1762 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 284684 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 72422 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3524 | InvestmentIncomeExciseTax |
| Subtotal | 3524 | Subtotal |
| Tax Based On Investment Income | 3524 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 517 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 517 | TotalCreditsAndPayments |
| Tax Paid Original Return | 517 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 3007 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Charles S Fullgraf | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Trustee | 001.00 | 0 |
| Jan F Golann | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Pres / Trustee | 001.00 | 0 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5824529 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 47503 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5872032 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 5872032 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 88080 | CashDeemedCharitable |
| Net Noncharitable Assets | 5783952 | NetNoncharitableAssets |
| Minimum Investment Return | 289198 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 289198 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3524 | TaxBasedOnInvestmentIncome |
| Total Tax | 3524 | TotalTax |
| Distributable Amount Before Adj | 285674 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 285674 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 285674 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 72422 | ExpensesAndContributions |
| Qualifying Distributions | 72422 | QualifyingDistributions |
| Adj Qualifying Distributions | 72422 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 285674 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 75053 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 19592 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 16342 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 110987 | TotalExcessDistriCarryover |
| Qualifying Distributions | 72422 | QualifyingDistributions |
| Applied To Current Year | 72422 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 110987 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 110987 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 102265 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN FDN FOR COURTAULD INST OF ART | |||||||
| 55 E END AVE APT 3D | NEW YORK | NY | 10028 | N/A | 509a1 | The John House Scholarship Fund | $1,000 |
| AMERICAN RED CROSS IN GREATER NY | |||||||
| 520 W 49TH ST | NEW YORK | NY | 10019 | N/A | 509a1 | General Unrestricted | $1,000 |
| BERRY COLLEGE INC | |||||||
| PO BOX 490129 | MOUNT BERRY | GA | 30149 | N/A | 509a1 | Animal Sciences School | $1,000 |
| BOSTON TERRIER RESCUE OF NC | |||||||
| 5403 FOREST OAKS DR | GREENSBORO | NC | 27406 | N/A | 509a1 | General Unrestricted | $1,500 |
| BOYS & GIRLS CLUB OF TRENTON | |||||||
| 212 CENTRE ST | TRENTON | NJ | 08611 | N/A | 509a1 | General Unrestricted | $500 |
| CENTURION MINISTRIES | |||||||
| 221 WITHERSPOON ST | PRINCETON | NJ | 08542 | N/A | 509a1 | General Unrestricted | $500 |
| CINCINNATI NATURE CENTER ASSOCIATION | |||||||
| 4949 TEALTOWN RD | MILFORD | OH | 45150 | N/A | 509a1 | General Unrestricted | $5,000 |
| CORE KNOWLEDGE FOUNDATION | |||||||
| 801 E HIGH ST | CHARLOTTESVILLE | VA | 22902 | N/A | 509a1 | General Unrestricted | $500 |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| 815 2ND AVE | NEW YORK | NY | 10017 | N/A | 509a1 | General Unrestricted | $500 |
| EPISCOPAL RELIEF AND DEVELOPMENT | |||||||
| 815 2ND AVE | NEW YORK | NY | 10017 | N/A | 509a1 | Hurricane Sandy Relief | $5,000 |
| ESSEX COUNTY COMMUNITY FOUNDATION | |||||||
| 175 ANDOVER ST STE 101 | DANVERS | MA | 01923 | N/A | 509a1 | General Unrestricted | $1,000 |
| GLOBAL AIDS INTERFAITH ALLIANCE | |||||||
| PO BOX 29110 | SAN FRANCISCO | CA | 94129 | N/A | 509a1 | General Unrestricted | $500 |
| GREYHOUND PETS OF AMERICA | |||||||
| 12104 BROADWOOD DR | FARRAGUT | TN | 37934 | N/A | 509a2 | General Unrestricted | $5,000 |
| HEIFER INTERNATIONAL FOUNDATION | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | N/A | 509a1 | General Unrestricted | $1,000 |
| HELEN KELLER INTERNATIONAL INC | |||||||
| 352 PARK AVE S NO 1200 | NEW YORK | NY | 10010 | N/A | 509a1 | General Unrestricted | $5,000 |
| HOMEFRONT INC | |||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | 509a1 | General Unrestricted | $500 |
| INTERNATIONAL JUSTICE MISSION | |||||||
| PO BOX 58147 | WASHINGTON | DC | 20037 | N/A | 509a1 | General Unrestricted | $500 |
| INTERVARSITY CHRISTIAN FELLOWSHIP- USA | |||||||
| 6400 SCHROEDER RD | MADISON | WI | 53711 | N/A | 509a2 | General Unrestricted | $500 |
| MISSOURI BOTANICAL GARDEN BOARD OF TRUSTEES | |||||||
| 2345 TOWER GROVE AVE | SAINT LOUIS | MO | 63110 | N/A | 509a1 | Renovation of the 1859 Museum Building | $925 |
| NEAR EAST FOUNDATION | |||||||
| 11 E 61ST ST 15TH FL | NEW YORK | NY | 10065 | N/A | 509a1 | General Unrestricted | $500 |
| NORTHEAST ORGANIC FARMING ASSOCIATION OF NEW YORK INC | |||||||
| 249 HIGHLAND AVE | ROCHESTER | NY | 14620 | N/A | 509a2 | General Unrestricted | $1,000 |
| RIVERWOOD THERAPEUTIC RIDING CENTER INC | |||||||
| 6825 ROLLING VIEW DR | TOBACCOVILLE | NC | 27050 | N/A | 509a2 | General Unrestricted | $1,000 |
| SEAPORT MUSEUM NEW YORK | |||||||
| 12 FULTON ST | NEW YORK | NY | 10038 | N/A | 509a1 | Hurricane Sandy Damage Cleanup | $5,000 |
| SHANGRI LA THERAPEUTIC ACADEMY OF RIDING INC | |||||||
| 11800 HWY 11E | LENOIR CITY | TN | 37772 | N/A | 509a1 | General Unrestricted | $5,000 |
| SHANGRI LA THERAPEUTIC ACADEMY OF RIDING INC | |||||||
| 11800 HWY 11E | LENOIR CITY | TN | 37772 | N/A | 509a1 | Two Rider Sponsorships | $1,200 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | 509a1 | General Unrestricted | $1,000 |
| ST LOUIS ART MUSEUM FOUNDATION | |||||||
| 1 FINE ARTS DR | SAINT LOUIS | MO | 63110 | N/A | 509a1 | Annual Fund | $925 |
| THE CRISIS MINISTRY OF MERCER COUNTY INC | |||||||
| 61 NASSAU ST | PRINCETON | NJ | 08542 | N/A | 509a1 | General Unrestricted | $500 |
| WASHINGTON UNIVERSITY | |||||||
| CAMPUS BOX 1228 ONE BROOKINGS DR | ST LOUIS | MO | 63130 | N/A | 509a1 | School of Arts and Sciences | $1,000 |
| WASHINGTON UNIVERSITY | |||||||
| CAMPUS BOX 1228 ONE BROOKINGS DR | ST LOUIS | MO | 63130 | N/A | 509a1 | Aquiring Arthur F.I Poley Volume of St.Pauls Cathedral London | $950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 49500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $79 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $164,333 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $11,764 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $176,176 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 176176 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Charles M Fullgraf Charitable Lead | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Jan F Golann120 E 81st St 8H | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10028 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 2821786 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | PROCTER GAMBLE CO PG, 26900 sh. | 1815616 | 2012-11-08 |
| 1 | PROCTER GAMBLE CO PG, 15000 sh. | 1000875 | 2012-08-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| General Accounting and Bookkeeping | $872 | 872 |
| Preparation of Annual Return Tax Consultations | $2,000 | 2000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Publicly-traded Securities | Name |
| Gross Sales Price | 12251 | GrossSalesPrice |
| Basis | 487 | Basis |
| Total Net | 11764 | TotalNet |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 101660 shares of PROCTER GAMBLE CO | 6286076 | 6901698 |
| 12732 shares of RETAIL PROPERTIES OF AMERICA A | 242853 | 152402 |
| 46204 shares of SCHWAB S P 500 INDEX FUND SELECT SHARES | 946487 | 1025275 |
| 242 shares of THE JM SMUCKER COMPANY | 13220 | 20870 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 13442 | 13442 |
| Administrative Set-Up Fee | 4750 | 4750 |
| Office Supplies | 1083 | 1083 |
| State or Local Filing Fees | 200 | 200 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Administration Services | Category |
| Amount | $575 | Amount |
| Disbursements Charitable Prps | 575 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Tax for 2012 | Category |
| Amount | $300 | Amount |
Comments