FOREST FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FOREST FOUNDATION (EIN 45-3014394)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201311269349101201
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T15:59:38-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391659894 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEICHER & ASSOCIATES LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2349 DEMING WAY SUITE 300 | AddressLine1 |
| City | MIDDLETON | City |
| State | WI | State |
| ZIP Code | 53562 | 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 | 453014394 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOREST FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FORE | NameControl |
| Phone | 6082386830 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 FOREST STREET | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53726 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD KLEIN | Name |
| Title | PRESIDENT | Title |
| Phone | 6082386830 | Phone |
| Date Signed | 2013-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFERY KUCHENBECKER CPA | Name |
| PTIN | P00455505 | PTIN |
| Phone | 6088261900 | Phone |
| 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) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 561318 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 27120 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 14018 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14018 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 207887 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 398085 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 207887 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 249025 | TotalRevenueAndExpenses |
| Total Net Investment Income | 221905 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4224 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4224 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 12200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 12200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 16424 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 12200 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 232601 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 221905 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 183296 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4542 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4544 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 76957 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 528312 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 556774 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 40000 | InvestmentsCorpBondsBOY |
| Total Assets BOY | 300253 | TotalAssetsBOY |
| Total Assets EOY | 532854 | TotalAssetsEOY |
| Total Assets EOYFMV | 561318 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 300000 | CapitalStockBOY |
| Capital Stock EOY | 300000 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 253 | RetainedEarningsBOY |
| Retained Earnings EOY | 232854 | RetainedEarningsEOY |
| Total Net Assets BOY | 300253 | TotalNetAssetsBOY |
| Total Net Assets EOY | 532854 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 300253 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 532854 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 300253 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 232601 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 532854 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 532854 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| VARIOUS SECURITIES | P | 86446 | 82095 | 4351 | 4351 |
| VARIOUS SECURITIES | P | 171913 | 20899 | 151014 | 151014 |
| VARIOUS SECURITIES | P | 85357 | 81031 | 4326 | 4326 |
| VARIOUS SECURITIES | P | 52095 | 6173 | 45922 | 45922 |
| CAPITAL GAINS DIVIDENDS | P | 2274 | 2274 | 2274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 207887 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 0 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 24730 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000000 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.000000 | TotalDistributionRatio |
| Average Distribution Ratio | 0.000000 | AverageDistributionRatio |
| Net Noncharitable Assets | 424324 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 0 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2219 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2219 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 12200 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2219 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2219 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2219 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 2219 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | WI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 1 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6082386830 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 FOREST STREET | AddressLine1 |
| City | MADISON | City |
| State | WI | State |
| ZIP Code | 53726 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RONALD KLEIN | ||||||||
| 126 FOREST ST | MADISON | WI | 53726 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| BARBARA E KLEIN | ||||||||
| 126 FOREST ST | MADISON | WI | 53726 | VICE PRES/SEC/TREASURER | 1.00 | 0 | 0 | 0 |
| DANIEL A KLEIN | ||||||||
| 126 FOREST ST | MADISON | WI | 53726 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FUNDS PAID TO OTHER 501(C)(3) ORGANIZATIONS FOR OPERATIONS AND PROGRAMS. | Description1 |
| Expenses1 | 12200 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 336866 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 93920 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 430786 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 430786 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6462 | CashDeemedCharitable |
| Net Noncharitable Assets | 424324 | NetNoncharitableAssets |
| Minimum Investment Return | 21216 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 12200 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 12200 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2219 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9981 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 12200 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 12200 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 12200 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 12200 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 14144 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 14144 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RONALD KLEIN | ContributingManager |
| Contributing Manager | BARBARA E KLEIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BROOKLYN COLLEGE FUND | |||||||
| 2900 BEDFORD AVE | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,500 |
| GOODMAN COMMUNITY CENTER | |||||||
| 149 WAUBESA ST | MADISON | WI | 53704 | N/A | PUBLIC CHARITY | GENERAL OPERATIONS | $1,200 |
| JEWISH FOUNDATION FOR THE EDUCATION OF WOMEN | |||||||
| 135 E 64TH ST | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | SUPPORT OF KITTY HOLDNER KOBRIN AND BARBARA EDEN KOBRIN SCHOLARSHIP FUND | $3,000 |
| MADISON PUBLIC LIBRARY | |||||||
| 201 W WILSON ST | MADISON | WI | 53700 | N/A | PUBLIC LIBRARY | SUPPORT OF MONROE STREET LIBRARY BRANCH | $1,000 |
| PLANNED PARENTHOOD OF WISCONSIN INC | |||||||
| PO BOX 2566 | MADISON | WI | 537012566 | N/A | PUBLIC CHARITY | SUPPORT OF JUSTICE FUND | $3,000 |
| UW FOUNDATION INC | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | N/A | PUBLIC CHARITY | SUPPORT OF EAGLE HEIGHTS COMMUNITY GARDENS CLUB | $500 |
| WOMENS MEDICAL FOUNDATION INC | |||||||
| PO BOX 248 | MADISON | WI | 53701 | N/A | PUBLIC CHARITY | SUPPORT OF ABORTION SERVICES | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 12200 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14018 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 207887 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 221905 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 221905 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (5 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | INTEREST AND DIVIDENDS EARNED ON SECURITIES AND CASH BALANCES WHICH |
| 4 | ARE THE PRIMARY MEANS BY WHICH THE FOUNDATION ACCOMPLISHES ITS EXEMPT |
| 4 | PURPOSE. |
| 8 | GAIN ON SALES OF SECURITIES IN ORDER TO ACCOMPLISH ITS EXEMPT |
| 8 | PURPOSE OF PROVIDING FUNDS TO OTHER 501(C)(3) ORGANIZATIONS. |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITIES | NameOfStock |
| EOY Book Value | 528312 | EOYBookValue |
| EOYFMV | 556774 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEES | Description |
| Revenue And Expenses Per Books | 4224 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments