STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STEVEN H DURHAM FAMILY CHARITABLE FOUNDATION (EIN 47-0830375)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201333189349100833
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T09:16:41-08:00 | 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 | BRIGHT & BRIGHT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LN STE 600 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 752255918 | 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 | 470830375 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN H DURHAM FAMILY CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STEP | NameControl |
| Phone | 2143630211 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN H DURHAM | Name |
| Title | Director | Title |
| Date Signed | 2013-11-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | G Todd Bright | Name |
| PTIN | P01251013 | PTIN |
| Phone | 2143630211 | 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 | 22520882 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 500000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 728794 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 728794 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 803328 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 4477602 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 803328 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 293956 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 289466 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2326078 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1821588 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 180000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 90000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 90000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 87264 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 9118 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 23475 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 17850 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5625 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 188978 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 188978 | OtherProfFeesNetInvstIncm |
| Interest Rev And Expnss | 1535 | InterestRevAndExpnss |
| Interest Net Invst Incm | 1535 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 43601 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1108 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 2612 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 1777 | OccupancyRevAndExpnss |
| Occupancy Dsbrs Chrtbl Prps | 1777 | OccupancyDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 6817 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1282 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 5535 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 536059 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 300753 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 112055 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 438788 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 438788 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 974847 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 300753 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 550843 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1351231 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1520835 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 920110 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2568027 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2568027 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 32000 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 32000 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 13978419 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 12297093 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 13697273 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 3064063 | InvestmentsOtherBOY |
| Investments Other EOY | 6009646 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 6142909 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 69871 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 2612 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment EOY | 67259 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 67259 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 135000 | OtherAssetsBOY |
| Other Assets EOY | 13414 | OtherAssetsEOY |
| Other Assets EOYFMV | 13414 | OtherAssetsEOYFMV |
| Total Assets BOY | 18097592 | TotalAssetsBOY |
| Total Assets EOY | 20987439 | TotalAssetsEOY |
| Total Assets EOYFMV | 22520882 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 41 | AccountsPayableEOY |
| Total Liabilities EOY | 41 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 18097592 | UnrestrictedBOY |
| Unrestricted EOY | 20987398 | UnrestrictedEOY |
| Total Net Assets BOY | 18097592 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20987398 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 18097592 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 20987439 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 18097592 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1351231 | ExcessOfRevenueOverExpenses |
| Other Increases | 1538575 | OtherIncreases |
| Subtotal | 20987398 | Subtotal |
| Total Net Assets Fund Balances EOY | 20987398 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 803328 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -5274 | NetShortTermCapitalGainOrLoss |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 30417 | InvestmentIncomeExciseTax |
| Subtotal | 30417 | Subtotal |
| Tax Based On Investment Income | 30417 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 32000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 32000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 169 | PenaltyForUnderpayment |
| Overpayment | 1414 | Overpayment |
| Amount Credited To Next Year | 1414 | 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 |
| 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 | BRIGHT AND BRIGHT LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2143630211 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | 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 |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| G TODD BRIGHT | ||||||
| 5944 LUTHER LANE STE 600 | DALLAS | TX | 75225 | Treasurer | 1.00 | 0 |
| PETER HENNINGSON DURHAM | ||||||
| 181 FAIRMONT ST | SAN FRANCISCO | CA | 94131 | Director | 1.00 | 0 |
| JULIE DURHAM RADO | ||||||
| 4616 STANFORD | DALLAS | TX | 75209 | Director | 1.00 | 0 |
| CHARLES WILLIAM DURHAM II | ||||||
| 7291 WILLIAMSON ROAD | DALLAS | TX | 75214 | Director | 1.00 | 0 |
| BARBARA DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/SECRETARY | 1.00 | 0 |
| STEPHEN H DURHAM | ||||||
| 9149 CLEARLAKE DR | DALLAS | TX | 752252002 | DIR/PRESIDENT | 25.00 | 180000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 19950382 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1732916 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 112673 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 21795971 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 21795971 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 326940 | CashDeemedCharitable |
| Net Noncharitable Assets | 21469031 | NetNoncharitableAssets |
| Minimum Investment Return | 1073452 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1073452 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 30417 | TaxBasedOnInvestmentIncome |
| Total Tax | 30417 | TotalTax |
| Distributable Amount Before Adj | 1043035 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1043035 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1043035 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 550843 | ExpensesAndContributions |
| Qualifying Distributions | 550843 | QualifyingDistributions |
| Adj Qualifying Distributions | 550843 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1043035 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 810324 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7671165 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 8481489 | TotalExcessDistriCarryover |
| Qualifying Distributions | 550843 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 550843 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 492192 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 492192 | ExcessDistriCyovAppliedCY |
| Total Corpus | 7989297 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 318132 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7671165 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7671165 | ExcessFromYear4 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | SEE ATTACHED SCHEDULE OF DONEERECIP | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5944 LUTHER LANE SUITE 600 | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL ENDOWMENT | PurposeOfGrantOrContribution |
| Amount | $438,788 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 438788 | 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 | $728,794 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $293,956 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 803328 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,022,750 | ExclusionAmount |
| Related Or Exempt Function Income | 803328 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1826078 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | CHARLES W DURHAM CHARITABLE LEAD TR | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8805 INDIAN HILLS DRIVE | AddressLine1 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 500000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| WEALTH MANAGEMENT | $2,225 | 2225 | 0 | 0 |
| PREPARATION OF FORM 990-PF | $5,625 | 0 | 0 | 5625 |
| BRIGHT & BRIGHT LLP | $15,625 | 15625 | 0 | 0 |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (3 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Computation MethodComputationMethod | RateRate | Current Year ExpenseCurrentYearExpense |
|---|---|---|---|---|---|
| FURNITURE AND FIXTURES | 2012-12-18 | 25327 | 58 | 0.0179 | 453 |
| FURNITURE AND FIXTURES | 2012-12-04 | 6419 | 58 | 0.0179 | 115 |
| FURNITURE AND FIXTURES | 2012-08-03 | 38125 | 58 | 0.0536 | 2044 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItem |
| Cost Or Other Basis | 69871 | CostOrOtherBasis |
| Accumulated Depreciation | 2612 | AccumulatedDepreciation |
| Book Value | 67259 | BookValue |
| EOYFMV | 67259 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| LOCKE LORD LLP | $78,146 | 0 | 0 | 0 |
| ELLICK, JONES & BUELT | $3,875 | 0 | 0 | 3875 |
| BELL NUNNALLY LLP | $5,243 | 0 | 0 | 5243 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | EOY Book ValueEOYBookValue | EOYFMVEOYFMV | BOY Book ValueBOYBookValue |
|---|---|---|---|
| SECURITY DEPOSITS | 3414 | 3414 | |
| NOTES/ADVANCES RECEIVABLE | 10000 | 10000 | 135000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OTHER INVESTMENT INCOME (EXPENSES) | 1282 | 1282 | |
| OFFICE SUPPLIES AND EXPENSES | 4808 | 4808 | |
| INSURANCE | 501 | 501 | |
| BANK CHARGES | 226 | 226 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Other Investment Income | Description |
| Revenue And Expenses Per Books | 293956 | RevenueAndExpensesPerBooks |
| Net Investment Income | 289466 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VCA SECURITIES | Category |
| Amount | $188,978 | Amount |
| Net Investment Income | 188978 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PAYROLL TAXES AND EXPENSES | $9,493 | |
| FOREIGN WITHHOLDING | $1,108 | 1108 |
| EXCISE TAX ON 2011 NET INVESTMENT INCOME | $33,000 |