WANDA J HERNDON FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: WANDA J HERNDON FOUNDATION (EIN 20-8089043)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-10-14
IRS object ID: 201312879349100606
Schema version: 2012v2.0
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
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-10-14T10:18:23-07:00	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	POWDERMILL FINANCIAL SOLUTIONS LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 263	AddressLine1
City	ROCKLAND	City
State	DE	State
ZIP Code	197320263	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	208089043	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	WANDA J HERNDON FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	WAND	NameControl
Phone	3026587796	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 263	AddressLine1
City	ROCKLAND	City
State	DE	State
ZIP Code	19732	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	WANDA J HERNDON	Name
Title	PRESIDENT	Title
Phone	3026587796	Phone
Date Signed	2013-10-07	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	STEPHEN PETRUCCI	Name
Phone	3026587796	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	218438	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	5451	DividendsRevAndExpnss
Dividends Net Invst Incm	5451	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	1822	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	35627	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	1822	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	128	NetSTCGAdjNetIncm
Total Revenue And Expenses	7273	TotalRevenueAndExpenses
Total Net Investment Income	7273	TotalNetInvestmentIncome
Total Adjusted Net Income	128	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	2884	AccountingFeesRevAndExpnss
Other Prof Fees Rev And Expnss	1977	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	1977	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	500	TaxesRevAndExpnss
Other Expenses Rev And Expnss	25	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	5386	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	1977	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	5000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	5000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	10386	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	1977	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	5000	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-3113	ExcessOfRevenueOverExpenses
Net Investment Income	5296	NetInvestmentIncome
Adjusted Net Income	128	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	18712	CashBOY
Cash EOY	10617	CashEOY
Cash EOYFMV	10617	CashEOYFMV
Savings And Temp Cash Invst BOY	2953	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	2795	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	2795	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	172355	InvestmentsCorpStockBOY
Investments Corp Stock EOY	177495	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	205026	InvestmentsCorpStockEOYFMV
Total Assets BOY	194020	TotalAssetsBOY
Total Assets EOY	190907	TotalAssetsEOY
Total Assets EOYFMV	218438	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	194020	CapitalStockBOY
Capital Stock EOY	190907	CapitalStockEOY
Total Net Assets BOY	194020	TotalNetAssetsBOY
Total Net Assets EOY	190907	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	194020	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	190907	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	194020	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-3113	ExcessOfRevenueOverExpenses
Subtotal	190907	Subtotal
Total Net Assets Fund Balances EOY	190907	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (37 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
111.248 sh ABERDEEN EMERGING MRKTS	P	2011-12-31	2012-03-20	2256	2051	205	205
47.255 sh ASTON/RIVER ROAD INDEPENDENT VALUE	P	2011-05-09	2012-03-20	522	513	9	9
5.539 sh LEUTHOLD ASSET ALLOCATION	P	2011-12-31	2012-07-18	56	40	16	16
2.558 sh LEUTHOLD ASSET ALLOCATION	P	2011-12-31	2012-07-18	26	18	8	8
5.691 sh PIMCO EMERGING MARKET	P	2011-12-31	2012-03-20	60	57	3	3
.424 sh PIMCO EMERGING MARKET	P	2011-12-31	2012-03-20	4	4	0	0
40.367 sh WESTCORE SELECT	P	2011-05-09	2012-03-20	836	946	-110	-110
2.066 sh WESTCORE SELECT	P	2011-12-28	2012-10-11	35	38	-3	-3
233.804 sh COLUMBIA DIVIDEND OPPORTUNITY	P	2010-10-15	2012-03-20	2032	1736	296	296
24.972 sh COLUMBIA DIVIDEND OPPORTUNITY	P	2010-10-15	2012-10-11	219	186	33	33
27.068 sh DELAWARE VALUE FD	P	2009-03-29	2012-03-20	323	204	119	119
34.027 sh DELAWARE VALUE FD	P	2009-03-29	2012-10-11	424	256	168	168
25.977 sh DOUBLELINE TOTAL RT BOND FD	P	2010-06-04	2012-07-18	293	285	8	8
36 sh DREYFUS BOND MARKET INDEX	P	2009-12-09	2012-03-20	391	377	14	14
69.874 sh DREYFUS BOND MARKET INDEX	P	2009-12-09	2012-07-18	779	731	48	48
163.841 sh FEDERATED INTERMED CORP BOND FD	P	2011-08-25	2012-10-11	1689	1643	46	46
51 sh JPMORGAN INFLATION MANAGED BOND	P	2011-05-09	2012-10-11	555	540	15	15
98.551 sh LEUTHOLD ASSET ALLOCATION	P	2009-03-27	2012-03-20	1053	710	343	343
182.288 sh LEUTHOLD ASSET ALLOCATION	P	2009-03-27	2012-07-18	1852	1322	530	530
158.10 sh MERGER FUND	P	2011-01-01	2012-03-20	2498	2419	79	79
201 sh MERGER FUND	P	2011-01-01	2012-07-18	3180	3075	105	105
117 sh MERGER FUND	P	2011-01-01	2012-10-11	1867	1790	77	77
277.995 sh PIMCO EMERGING MARKETS	P	2011-01-01	2012-03-20	2919	2694	225	225
19.965 sh PIMCO TOTAL RETURN	P	2010-02-23	2012-07-18	228	219	9	9
29.208 sh RIDGEWORTH MID CAP VALUE	P	2010-07-16	2012-03-20	326	297	29	29
50.590 sh RIDGEWORTH MID CAP VALUE	P	2010-07-16	2012-10-11	567	516	51	51
25.912 sh RIVERNORTH CORE OPPORTUNITY	P	2009-03-29	2012-07-18	307	218	89	89
44.891 sh RIVERNORTH CORE OPPORTUNITY	P	2009-03-27	2012-10-11	556	377	179	179
26.078 sh SPARTAN 500 INDEX	P	2009-03-27	2012-03-20	1303	908	395	395
18.993 sh SPARTAN 500 INDEX	P	2009-03-27	2012-10-11	965	692	273	273
90.274 sh T ROWE PRICE INTL STOCK ADVISOR	P	2011-05-09	2012-10-11	1244	1340	-96	-96
30.18 sh TCW DIVIDEND FOCUSED FUND	P	2009-03-17	2012-03-20	351	198	153	153
34.971 sh TCW DIVIDEND FOCUSED FUND	P	2009-03-27	2012-10-11	420	232	188	188
10.923 sh TCW SMALL CAP GROWTH	P	2011-05-09	2012-10-11	295	344	-49	-49
245.213 sh WASATCH EMERGING MARKET	P	2010-06-07	2012-10-11	655	524	131	131
130.589 sh WESTCORE SELECT	P	2011-05-09	2012-07-18	2199	3060	-861	-861
138.5 sh WESTCORE SELECT	P	2011-05-09	2012-10-11	2342	3245	-903	-903

Field	Value	IRS element (for citing)
Capital Gain Net Income	1822	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	128	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Noncharitable Assets Year1	210653	NoncharitableAssetsYear1
Distribution Ratio Year1	0.000000	DistributionRatioYear1
Qualifying Distributions Year2	38448	QualifyingDistributionsYear2
Noncharitable Assets Year2	227853	NoncharitableAssetsYear2
Distribution Ratio Year2	0.168740	DistributionRatioYear2
Qualifying Distributions Year3	19990	QualifyingDistributionsYear3
Noncharitable Assets Year3	227586	NoncharitableAssetsYear3
Distribution Ratio Year3	0.087835	DistributionRatioYear3
Noncharitable Assets Year4	388435	NoncharitableAssetsYear4
Distribution Ratio Year4	0.000000	DistributionRatioYear4
Qualifying Distributions Year5	15602	QualifyingDistributionsYear5
Noncharitable Assets Year5	472291	NoncharitableAssetsYear5
Distribution Ratio Year5	0.033035	DistributionRatioYear5
Total Distribution Ratio	0.289610	TotalDistributionRatio
Average Distribution Ratio	0.057922	AverageDistributionRatio
Net Noncharitable Assets	213040	NetNoncharitableAssets
Adjusted Noncharitable Assets	12340	AdjustedNoncharitableAssets
One Percent Net Investment Income	53	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	12393	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	5000	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	106	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	106	Subtotal
Tax Based On Investment Income	106	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	222	EstTaxPaymentsAndOverpayment
Total Credits And Payments	222	TotalCreditsAndPayments
Original Return Overpayment	-222	OriginalReturnOverpayment
Overpayment	116	Overpayment
Amount Credited To Next Year	116	AmountCreditedToNextYear

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
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	WA	StatesFiledWith
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
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	POWDERMILL FINANCIAL SOLUTIONS LLC	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	3026587796	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 263	AddressLine1
City	ROCKLAND	City
State	DE	State
ZIP Code	19732	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
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
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 (4 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
WANDA J HERNDON
2033 2ND AVENUE PH-3	SEATTLE	WA	98121	DIR, PRES	1.00	0	0	0
MARY J WILLIAMS
535 HIGH DRIVE	LAGUNA BEACH	CA	92651	SEC/VP/DIRECTOR	1.00	0	0	0
DR AVON LORRAINE BURNS
1623 BROAD CT	SAGINAW	MI	48503	DIRECTOR	1.00	0	0	0
MARY BROADWAY
4790 DRESDEN CT	SAGINAW	MI	28601	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

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	196888	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	19396	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	216284	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	216284	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	3244	CashDeemedCharitable
Net Noncharitable Assets	213040	NetNoncharitableAssets
Minimum Investment Return	10652	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	10652	MinimumInvestmentReturn
Tax Based On Investment Income	106	TaxBasedOnInvestmentIncome
Total Tax	106	TotalTax
Distributable Amount Before Adj	10546	DistributableAmountBeforeAdj
Distributable Amount Before Ded	10546	DistributableAmountBeforeDed
Distributable Amount As Adjusted	10546	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	5000	ExpensesAndContributions
Qualifying Distributions	5000	QualifyingDistributions
Adj Qualifying Distributions	5000	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	10546	DistributableAmountAsAdjusted
Excess Distri Carryover Year2	7185	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	7185	TotalExcessDistriCarryover
Qualifying Distributions	5000	QualifyingDistributions
Applied To Current Year	5000	AppliedToCurrentYear
Excess Distri Cyov App CY Corpus	5546	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	5546	ExcessDistriCyovAppliedCY
Total Corpus	1639	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	1639	ExcessDistriCyovToNextYear
Excess From Year2	1639	ExcessFromYear2

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	WANDA J HERNDON	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ATLANTIC STREET CENTER	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2103 S ATLANTIC ST	AddressLine1
City	SEATTLE	City
State	WA	State
ZIP Code	98144	ZIPCode

Field	Value	IRS element (for citing)
Recipient Foundation Status	501(C)(3)	RecipientFoundationStatus
Purpose Of Grant Or Contribution	ASSISTANCE	PurposeOfGrantOrContribution
Amount	$5,000	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	5000	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$5,451	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$1,822	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$7,273	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	7273	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	POWDERMILL FINANCIAL SOLUTIONS TAX & ACCOUNTING	Category
Amount	$2,884	Amount

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)

NameName	How AcquiredHowAcquired	Gross Sales PriceGrossSalesPrice	BasisBasis	Total NetTotalNet
SHORT TERM SECURITIES	Purchased	3795	3666	129
LONG TERM SECURITIES	Purchased	31832	30139	1693

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	SEE ATTACHED SCHEDULE	NameOfStock
EOY Book Value	177495	EOYBookValue
EOYFMV	205026	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Field	Value	IRS element (for citing)
Description	STATE REGISTRATION	Description
Revenue And Expenses Per Books	25	RevenueAndExpensesPerBooks

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	BRINKER INV MNGMT FEES	Category
Amount	$1,977	Amount
Net Investment Income	1977	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES	Category
Amount	$500	Amount

WANDA J HERNDON FOUNDATION: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (37 entries)

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of Business Name BooksInCareOfBusinessName

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes

Comments