CHILL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CHILL FOUNDATION (EIN 26-1227732)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201341299349101479
- 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
- All Oth Prog Rltd Investments Sch
- Amortization Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T15:04:19-05:00 | 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 | BRINKERHOFF REVENIG & CORRIGAN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1873 S BELLAIRE ST STE 1000 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80222 | 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 | 261227732 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHILL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % HOLLY MCDONALD | InCareOfName |
| Name Control | CHIL | NameControl |
| Phone | 3033931525 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 476 WESTWOOD DRIVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80206 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOLLY MCDONALD | Name |
| Title | PRESIDENT | Title |
| Phone | 3033931525 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENT L CORRIGAN | Name |
| Phone | 3037578000 | 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 | 1310531 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2150 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 6 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 6 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 42645 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42645 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 27851 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 173045 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 27851 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 72652 | TotalRevenueAndExpenses |
| Total Net Investment Income | 70502 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2645 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 397 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2248 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 534 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 113 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 8494 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 8201 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 293 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11673 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8711 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2541 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 65000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 65000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 76673 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8711 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 67541 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4021 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 61791 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 37013 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 50109 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 50109 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 417996 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 452128 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 546646 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 698538 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 647017 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 709383 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 3579 | OtherAssetsBOY |
| Other Assets EOY | 4393 | OtherAssetsEOY |
| Other Assets EOYFMV | 4393 | OtherAssetsEOYFMV |
| Total Assets BOY | 1157126 | TotalAssetsBOY |
| Total Assets EOY | 1153647 | TotalAssetsEOY |
| Total Assets EOYFMV | 1310531 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1157126 | RetainedEarningsBOY |
| Retained Earnings EOY | 1153647 | RetainedEarningsEOY |
| Total Net Assets BOY | 1157126 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1153647 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1157126 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1153647 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1157126 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4021 | ExcessOfRevenueOverExpenses |
| Other Increases | 542 | OtherIncreases |
| Subtotal | 1153647 | Subtotal |
| Total Net Assets Fund Balances EOY | 1153647 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB - LT | 2011-01-01 | 2012-12-31 | 170418 | 145194 | 25224 | 25224 | |
| CAPITAL GAIN DIVIDENDS | 2627 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 27851 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 67023 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1306485 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0513 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 73624 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1272201 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057871 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 61666 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1265346 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048734 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5073 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1085081 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.004675 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.16258 | TotalDistributionRatio |
| Average Distribution Ratio | 0.040645 | AverageDistributionRatio |
| Net Noncharitable Assets | 1321625 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 53717 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 618 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 54335 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 67541 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 618 | InvestmentIncomeExciseTax |
| Subtotal | 618 | Subtotal |
| Tax Based On Investment Income | 618 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Overpayment | 382 | Overpayment |
| Amount Credited To Next Year | 382 | 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 | CO | 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 | HOLLY MCDONALD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3033931525 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 476 WESTWOOD DRIVE | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80206 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | HOLLY MCDONALD | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 476 WESTWOOD DRIVE | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80206 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1287241 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 54510 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1341751 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1341751 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 20126 | CashDeemedCharitable |
| Net Noncharitable Assets | 1321625 | NetNoncharitableAssets |
| Minimum Investment Return | 66081 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 66081 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 618 | TaxBasedOnInvestmentIncome |
| Total Tax | 618 | TotalTax |
| Distributable Amount Before Adj | 65463 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 65463 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 65463 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 67541 | 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 | 67541 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 618 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 66923 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 65463 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2070 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 2070 | TotalExcessDistriCarryover |
| Qualifying Distributions | 67541 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 65463 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 2078 | RemainingDistriFromCorpus |
| Total Corpus | 4148 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 4148 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 2070 | ExcessFromYear1 |
| Excess From Current Year | 2078 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| THE ANCHOR CENTER FOR BLIND CHILDREN | |||||||
| 2550 ROSLYN STREET | DENVER | CO | 80238 | NONE | 501(C)(3) | GENERAL PROGRAM SUPPORT - EARLY INTERVENTION AND EDUCATION PROGRAMS FOR VISUALLY IMPAIRED CHILDREN | $10,000 |
| DENVER BOTANIC GARDENS | |||||||
| 909 YORK STREET | DENVER | CO | 80206 | NONE | 501(C)(3) | GENERAL PROGRAM SUPPORT - NATURE PROGRAMS | $5,000 |
| THE GATHERING PLACE | |||||||
| 1535 HIGH STREET | DENVER | CO | 80216 | NONE | 501(C)(3) | GENERAL PROGRAM SUPPORT - PROGRAMS FOR HOMELESS WOMEN AND CHILDREN | $10,000 |
| OPERATION SMILE | |||||||
| 2101 HAWTHORNE PLACE | DENVER | CO | 80206 | NONE | 501(C)(3) | GENERAL PROGRAM SUPPORT - TREATMENT OF CHILDREN WITH CORRECTABLE FACIAL DEFORMITIES | $10,000 |
| THE COLORADO SYMPHONY | |||||||
| 1000 14TH STREET 15 | DENVER | CO | 80202 | NONE | 501(C)(3) | GENERAL PROGRAM SUPPORT - SYMPHONY ORCHESTRA | $5,000 |
| THE DENVER ART MUSEUM | |||||||
| PO BOX 17765 | DENVER | CO | 80217 | NONE | 501(C)(3) | GENERAL PROGRAM SUPPORT - ART MUSEUM | $5,000 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 SOUTH ALTON COURT | CENTENNIAL | CO | 80112 | NONE | 501(C)(3) | GENERAL PROGRAM SUPPORT - PUBLIC BROADCASTING | $5,000 |
| ROCKY MOUNTAIN MS CENTER | |||||||
| 8845 WAGNER STREET | WESTMINSTER | CO | 80031 | NONE | 501(c)(3) | GENERAL PROGRAM SUPPORT - RESEARCH, EDUCATION, AND SUPPORT PROGRAMS FOR MULTIPLE SCLEROSIS PATIENTS | $5,000 |
| PROJECT ANGEL HEART | |||||||
| 4950 WASHINGTON ST | DENVER | CO | 80216 | NONE | 501(C)(3) | GENERAL PROGRAM SUPPORT - NUTRITIONAL PROGRAMS FOR THE CRITICALLY ILL | $5,000 |
| FIRST PLYMOUTH CONGREGATIONAL CHURCH | |||||||
| 3501 S COLORADO BLVD | ENGLEWOOD | CO | 80113 | NONE | 501(C)(3) | GENERAL PROGRAM SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 65000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,645 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $27,851 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $70,502 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 70502 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Amortization Schedule AmortizationSchedule
Amortization Amortization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Amortized Expenses | ORGANIZATIONAL COS | DescriptionOfAmortizedExpenses |
| Date Acquired Completed Expended | 2008-09-23 | DateAcquiredCompletedExpended |
| Amount Amortized | 4395 | AmountAmortized |
| Deduction For Prior Years | 952 | DeductionForPriorYears |
| Amortization Period | 15.0 | AmortizationPeriod |
| Current Year Amortization | 293 | CurrentYearAmortization |
| Total Amount Of Amortization | 1245 | TotalAmountOfAmortization |
Depreciation Schedule DepreciationSchedule
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (4 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ORGANIZATIONAL COSTS | 4395 | 4395 | 4395 |
| LESS: ACCUMULATED AMORTIZATION | -952 | -1245 | -1245 |
| DIVIDENDS RECEIVABLE | 93 | 243 | 243 |
| PREPAID FEDERAL INCOME TAXES | 43 | 1000 | 1000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 8201 | 8201 | |
| AMORTIZATION EXPENSE | 293 | 293 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER BOOK/TAX DIFFERENCES | Description |
| Amount | $542 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES ON INV INCOME | $113 | 113 |
| TAX ON NET INVESTMENT INCOME | $421 |