NEW LIFE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NEW LIFE FOUNDATION (EIN 39-6728886)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201333179349101113
- 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
- Applied To Prior Year Election
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T16:00:35-06:00 | 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 | FOLEY & LARDNER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E WISCONSIN AVE | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532025306 | 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 | 396728886 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW LIFE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JOHN F CALLAN | InCareOfName |
| Name Control | NEWL | NameControl |
| Phone | 4142975751 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FOLEY LARDNER LLP | AddressLine1 |
| Address Line2 | 777 E WISCONSIN AVENUE Suite | AddressLine2 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 532025306 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN F CALLAN | Name |
| Title | TRUSTEE | Title |
| Phone | 4142712400 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142712400 | 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 | 301057 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 5012 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 5012 | DividendsNetInvstIncm |
| Total Revenue And Expenses | 5012 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5012 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 1485 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 1485 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 431 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 75 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 75 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1991 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1560 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 14500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 14500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 16491 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16060 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -11479 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5012 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 54547 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 43070 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 43070 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 164741 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 164741 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 257987 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 219288 | TotalAssetsBOY |
| Total Assets EOY | 207811 | TotalAssetsEOY |
| Total Assets EOYFMV | 301057 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 62643 | CapitalStockBOY |
| Capital Stock EOY | 62643 | CapitalStockEOY |
| Retained Earnings BOY | 156645 | RetainedEarningsBOY |
| Retained Earnings EOY | 145168 | RetainedEarningsEOY |
| Total Net Assets BOY | 219288 | TotalNetAssetsBOY |
| Total Net Assets EOY | 207811 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 219288 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 207811 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 219288 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -11479 | ExcessOfRevenueOverExpenses |
| Other Increases | 2 | OtherIncreases |
| Subtotal | 207811 | Subtotal |
| Total Net Assets Fund Balances EOY | 207811 | TotalNetAssetsFundBalancesEOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gains And Losses | CapitalGainsAndLosses |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 12425 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 292224 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.042519 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 12065 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 271884 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044376 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 14865 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 242174 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061381 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 17407 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 298670 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058282 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 15755 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 352154 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044739 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.251297 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050259 | AverageDistributionRatio |
| Net Noncharitable Assets | 296978 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 14926 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 50 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 14976 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16060 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 50 | InvestmentIncomeExciseTax |
| Subtotal | 50 | Subtotal |
| Tax Based On Investment Income | 50 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 83 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 83 | TotalCreditsAndPayments |
| Overpayment | 33 | Overpayment |
| Amount Credited To Next Year | 33 | 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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | WI | 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 |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN F CALLAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4142975751 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOLEY LARDNER LLP 777 E WISCONSI | AddressLine1 |
| City | MILWAUKEE | City |
| State | WI | State |
| ZIP Code | 53202 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MARGARET W FRANK | ||||||||
| 1845 SE EXETER DRIVE | PORTLAND | OR | 97202 | TRUSTEE | 1.0 | 0 | 0 | 0 |
| DOUGLAS F FRANK | ||||||||
| 1845 SE EXETER DRIVE | PORTLAND | OR | 97202 | TRUSTEE | 1.0 | 0 | 0 | 0 |
| MICHAEL W HATCH | ||||||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 532025306 | TRUSTEE | 1.0 | 0 | 0 | 0 |
| JOHN F CALLAN | ||||||||
| 777 EAST WISCONSIN AVENUE | MILWAUKEE | WI | 532025306 | TRUSTEE | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 246947 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 54554 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 301501 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 301501 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 4523 | CashDeemedCharitable |
| Net Noncharitable Assets | 296978 | NetNoncharitableAssets |
| Minimum Investment Return | 14849 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 14849 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 50 | TaxBasedOnInvestmentIncome |
| Total Tax | 50 | TotalTax |
| Distributable Amount Before Adj | 14799 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 14799 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 14799 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16060 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 16060 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 50 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 16010 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 14799 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 14534 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 904 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16060 | QualifyingDistributions |
| Applied To Year1 | 14534 | AppliedToYear1 |
| Applied To Prior Years | 904 | AppliedToPriorYears |
| Applied To Current Year | 622 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 14177 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARGARET W FRANK AND DOUGLAS F FR | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CARE OF TILLAMOOK COUNTY | |||||||
| 2310 FIRST STREET SUITE 2 | TILLAMOOK | OR | 97141 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,500 |
| MERCY CORPS | |||||||
| 45 SW ANKENY ST | PORTLAND | OR | 97204 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| JOIN INC | |||||||
| 1201 TERMINAL WAY SUITE 104 | RENO | NV | 89502 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,500 |
| OREGON FOOD BANK INC | |||||||
| 7900 NE 33RD DRIVE | PORTLAND | OR | 97211 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,500 |
| CLACKAMAS WOMEN'S SERVICES | |||||||
| 704 MAIN STREET SUITE 200 | OREGON CITY | OR | 97045 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| MARYLHURST UNIVERSITY | |||||||
| 17600 PACIFIC HWY | MARYLHURST | OR | 97036 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| BODYVOX INC | |||||||
| 1201 NW 17TH AVE | PORTLAND | OR | 97209 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| FRIENDS OF THE COLUMBIA GORGE LAND TRUST | |||||||
| 522 SW 5TH AVE 720 | PORTLAND | OR | 97204 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| MEHER FUND | |||||||
| 420 DALRYMPLE ROAD | ATLANTA | GA | 303281348 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| BELOVED ARCHIVES INC | |||||||
| 116 YOUNGS ROAD | HAMILTON | NJ | 08619 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| OREGON PUBLIC BROADCASTING | |||||||
| 7140 SW MACADAM AVE | PORTLAND | OR | 97219 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $2,000 |
| BEADS ON ONE STRING FOUNDATION INC | |||||||
| 14 BECKFORD ST | SALEM | MA | 019703206 | NONE | PUBLIC CHARITY | UNRESTRICTED GRANT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 14500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,012 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII | |
| Gain Sales Assets Oth Than Invntry | GainSalesAssetsOthThanInvntry | |
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,012 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5012 | 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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | UNDER REGULATIONS SECTION 53.4942(a)-3(d)(2), THE FOUNDATION ELECTS TO APPLY $904 OF THE 2012 QUALIFYING DISTRIBUTIONS TO UNDISTRIBUTED INCOME FROM 2010. | Election |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (9 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 300 ISHARES S&P 500 STOCK | 32979 | 42942 |
| 500 ISHARES S&P 400 MID CAP | 27267 | 50850 |
| 600 ISHARES RUS 1000 VAL | 33997 | 43692 |
| 450 ISHARES RUSSELL 2000 SMALL | ||
| CAP VALUE INDEX FUND | 22112 | 33980 |
| 450 ISHARES S&P MIDCAP 400/ | ||
| BARRA VALUE INDEX FUND | 22807 | 39663 |
| 600 ISHARES S&P SMALL CAP 600 | ||
| INDEX FUND | 25579 | 46860 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOLEY & LARDNER LLP | Category |
| Amount | $1,485 | Amount |
| Disbursements Charitable Prps | 1485 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMPUTER TAX RETURN PROC FEE | Description |
| Revenue And Expenses Per Books | 75 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 75 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2010 TAX REFUND | Description |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING ADJUSTMENT | Description |
| Amount | $2 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| 2011 EXTENSION PAYMENT | $160 | 0 | 0 |
| INITIAL TAX ON UNDISTRIBUTED | |||
| INCOME FROM 2010 | $271 | 0 | 0 |
Comments