CALABAR FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CALABAR FOUNDATION (EIN 02-0787615)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-15
- IRS object ID
- 201313199349100211
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T08:05:48-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570776381 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBSTERROGERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1999 | AddressLine1 |
| City | BLUFFTON | City |
| State | SC | State |
| ZIP Code | 29910 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020787615 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALABAR FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALA | NameControl |
| Phone | 8433415675 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CASTLEBRIDGE COURT | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW SUMMERS | Name |
| Title | TREASURER | Title |
| Phone | 8433415675 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RAYMOND E WARCO | Name |
| PTIN | P00045528 | PTIN |
| Phone | 8437068440 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 945358 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100546 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 38 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 38 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14252 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14252 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 123457 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 123457 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 238293 | TotalRevenueAndExpenses |
| Total Net Investment Income | 14290 | 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 |
| Accounting Fees Rev And Expnss | 12060 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 12060 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 100433 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 100433 | OtherProfFeesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 31858 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 31858 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25760 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 25760 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 170111 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 170111 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 74541 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 74541 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 244652 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 244652 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6359 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14290 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 25983 | CashBOY |
| Cash EOY | 106032 | CashEOY |
| Cash EOYFMV | 106032 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 23683 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 23683 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 8698 | AccountsReceivable |
| Accounts Receivable EOY | 8698 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 8698 | AccountsReceivableEOYFMV |
| Investments Other BOY | 925923 | InvestmentsOtherBOY |
| Investments Other EOY | 806945 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 806945 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 951906 | TotalAssetsBOY |
| Total Assets EOY | 945358 | TotalAssetsEOY |
| Total Assets EOYFMV | 945358 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 5497 | AccountsPayableBOY |
| Accounts Payable EOY | 5308 | AccountsPayableEOY |
| Total Liabilities BOY | 5497 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5308 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 946409 | RetainedEarningsBOY |
| Retained Earnings EOY | 940050 | RetainedEarningsEOY |
| Total Net Assets BOY | 946409 | TotalNetAssetsBOY |
| Total Net Assets EOY | 940050 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 951906 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 945358 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 946409 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6359 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 940050 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 940050 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 376930 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1003883 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.375472 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 513916 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1239794 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.414517 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 71451 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1357605 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.052630 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 14047 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1359201 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.010335 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 133401 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1887091 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.070691 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.923645 | TotalDistributionRatio |
| Average Distribution Ratio | 0.184729 | AverageDistributionRatio |
| Net Noncharitable Assets | 953378 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 176117 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 143 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 176260 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 244652 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 143 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 143 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 143 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 159 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 159 | TotalCreditsAndPayments |
| Overpayment | 16 | Overpayment |
| Amount Credited To Next Year | 16 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 Person Name | ANDREW SUMMERS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8433415675 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CASTLEBRIDGE COURT | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW SUMMERS | ||||||||
| 3 CASTLEBRIDGE COURT | HILTON HEAD ISLAND | SC | 29928 | SECRETARY/TREASURER/DIRECT | 0.00 | 0 | 0 | 0 |
| BEN PAULUHN | ||||||||
| 26945 BELLA VISTA DRIVE | HOWEYINTHEHILLS | FL | 34737 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| DARISSE SUMMERS | ||||||||
| 3 CASTLEBRIDGE COURT | HILTON HEAD ISLAND | SC | 29928 | PRESIDENT/DIRECTOR | 0.00 | 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 | ACTIVITIES INCLUDE PROVIDING GUIDANCE AND SUPPORT OF INSTRUCTIONAL ACTIVITES TO PRIMARY AND SECONDARY SCHOOLS. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 790828 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 177068 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 967896 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 967896 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 14518 | CashDeemedCharitable |
| Net Noncharitable Assets | 953378 | NetNoncharitableAssets |
| Minimum Investment Return | 47669 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 47669 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 143 | TaxBasedOnInvestmentIncome |
| Total Tax | 143 | TotalTax |
| Distributable Amount Before Adj | 47526 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 47526 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 47526 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 244652 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 244652 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 143 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 244509 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 47526 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 39046 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 5069 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 451928 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 327176 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 823219 | TotalExcessDistriCarryover |
| Qualifying Distributions | 244652 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 47526 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 197126 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1020345 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 39046 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 981299 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 5069 | ExcessFromYear3 |
| Excess From Year2 | 451928 | ExcessFromYear2 |
| Excess From Year1 | 327176 | ExcessFromYear1 |
| Excess From Current Year | 197126 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | ANDREW SUMMERS | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CASTLEBRIDGE COURT | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8433415675 | RecipientPhoneNumber |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| RICHARD VARHA HIGH SCHOOL | ||||||||
| 3569 THEMBISA | DIMBAZA | EASTERN CAPE 5671 | SF | 5671 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $7,784 |
| ST MATTHEWS HIGH SCHOOL | ||||||||
| ST MATTHEWS MISSION | KEISKAMMAHOEK | EASTERN CAPE 3200 | SF | 3200 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $33,581 |
| TOISE HIGH SCHOOL | ||||||||
| 1339 KING WILLIAMS TOWN | TSOLA | EASTERN CAPE 5600 | SF | 5600 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $20,736 |
| XOLANI HIGH SCHOOL | ||||||||
| ZONE 6 PO BOX 230 | ZWELITHSA | EASTERN CAPE 5608 | SF | 5608 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $8,665 |
| ZK MATHEWS HIGH SCHOOL | ||||||||
| BALASI | BISHO | EASTERN CAPE 5605 | SF | 5605 | NONE | SCHOOL | PROVIDE COMPUTER EQUIPMENT AND LABORATORY COSTS TO STUDENTS | $3,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 74541 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $38 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $14,252 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 123457 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,290 | ExclusionAmount |
| Related Or Exempt Function Income | 123457 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 137747 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 3-8 | LineNumber |
| Relationship Statement | ALL ASSETS ARE INVESTED. EARNINGS ARE USED TO FUND PAYMENT OF ADMINISTRATIVE COSTS AND CONTRIBUTIONS. | RelationshipStatement |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Address Line1ContributorAddressForeign/AddressLine1 | CityContributorAddressForeign/City | CountryContributorAddressForeign/Country | Postal CodeContributorAddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ANDREW SUMMERS | 3 CASTLEBRIDGE COURT | HILTON HEAD ISLAND | SC | 29928 | 100000 | X | ||||
| 2 | PEET AND LYNNE ROETS | 546 | X | P O BOX 129 | EIKENHOF | SF | 1872 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $12,060 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 12060 | DisbursementsCharitablePrps |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MONETARY EXCHANGE RATE CHANGES | Name |
| How Acquired | PURCHASED | HowAcquired |
| Gross Sales Price | 123457 | GrossSalesPrice |
| Sales Expense | 0 | SalesExpense |
| Total Net | 123457 | TotalNet |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| CAVELLA TRUST FUNDS | AT COST | 476082 | 806945 |
| CAVELLA TRUST FUNDS FMV ADJUSTMENT | AT COST | 330863 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 1418 | 0 | 1418 |
| ADMINISTRATION | 2545 | 0 | 2545 |
| INFORMATION TECHNOLOGY -WEBSITE | 4108 | 0 | 4108 |
| TRAINING | 4847 | 0 | 4847 |
| COMMUNITY ACTIVITIES | 12849 | 0 | 12849 |
| MISCELLANEOUS | -7 | 0 | -7 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER | $1,071 | 0 | 1071 |
| FACILITATORS | $99,362 | 0 | 99362 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ANDREW SUMMERS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CASTLEBRIDGE COURT | AddressLine1 |
| City | HILTON HEAD ISLAND | City |
| State | SC | State |
| ZIP Code | 29928 | ZIPCode |
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