THE WILLIAM AND PHYLLIS SNYDER: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLIAM AND PHYLLIS SNYDER (EIN 75-2847446)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201341299349101679
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T17:32:48-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271681844 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTES ARMSTRONG EARLEY LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907-A WEST HENDERSON | AddressLine1 |
| City | CLEBURNE | City |
| State | TX | State |
| ZIP Code | 76033 | 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 | 752847446 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM AND PHYLLIS SNYDER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SNYD | NameControl |
| Phone | 2146926941 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 CARMARTHEN COURT | AddressLine1 |
| City | DALLAS | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM B SNYDER | Name |
| Title | PRESIDENT | Title |
| Phone | 2146926941 | Phone |
| Date Signed | 2013-05-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY L ESTES | Name |
| PTIN | P01069203 | PTIN |
| Phone | 8176453962 | Phone |
| Date Prepared | 2013-05-06 | DatePrepared |
| Self Employed | X | SelfEmployed |
| 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 | 825023 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2852 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 10436 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 10436 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 13209 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13209 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 122592 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 75795 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 122592 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1267 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1267 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 150356 | TotalRevenueAndExpenses |
| Total Net Investment Income | 147504 | 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 | 2851 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2851 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4798 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4798 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 666 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 666 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 8315 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8315 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 25000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 25000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 33315 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8315 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 25000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 117041 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 139189 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 13117 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10298 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10298 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 185 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 325 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 325 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 768744 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 814400 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 814400 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 782046 | TotalAssetsBOY |
| Total Assets EOY | 825023 | TotalAssetsEOY |
| Total Assets EOYFMV | 825023 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 782046 | UnrestrictedBOY |
| Unrestricted EOY | 825023 | UnrestrictedEOY |
| Total Net Assets BOY | 782046 | TotalNetAssetsBOY |
| Total Net Assets EOY | 825023 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 782046 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 825023 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 782046 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 117041 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 899087 | Subtotal |
| Other Decreases | 74064 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 825023 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (18 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|
| WESTWOOD K-1S | P | -6989 | -6989 | |||
| WESTWOOD K-1S | P | 15764 | 15764 | |||
| 274.7136 ALLCAP GROWTH EQUITY | P | -1677 | -1677 | 2012-06-25 | 19287 | 20964 |
| 295.6344 EMERGING MARKETS | P | -1183 | -1183 | 2012-06-25 | 19603 | 20786 |
| 8.4228 HIGH YIELD BOND FUND | P | -24 | -24 | 2012-06-25 | 751 | 775 |
| 29.0698 INCOME OPPORTUNITY | P | -60 | -60 | 2012-06-25 | 3877 | 3937 |
| 51.9016 INTERMEDIATE BOND FUND | P | -41 | -41 | 2012-06-25 | 6220 | 6261 |
| 5.1563 REAL ESTATE INV TRUST | P | -57 | -57 | 2012-06-25 | 1218 | 1275 |
| 6.2926 SHORT DURATION HIGH YIELD | P | -9 | -9 | 2012-06-25 | 639 | 648 |
| 49.4619 ALLCAP GROWTH EQUITY | P | -92 | -92 | 2012-08-14 | 3700 | 3792 |
| 66.4964 ALLCAP VALUE EQUITY | P | -72 | -72 | 2012-08-14 | 10000 | 10072 |
| 9.194 GLOBAL STRATEGIC DIVERSIFICATION | P | -17 | -17 | 2012-08-14 | 1000 | 1017 |
| 10.9094 INCOME OPPORTUNITY | P | 25 | 25 | 2012-08-14 | 1500 | 1475 |
| 2.0218 REAL ESTATE INVESTMENT TRUST | P | -1 | -1 | 2012-08-14 | 500 | 501 |
| 14.2225 EMERGING MARKETS | P | 33 | 33 | 2012-08-17 | 1000 | 967 |
| 54.1031 GLOBAL EQUITY | P | -393 | -393 | 2012-08-17 | 6500 | 6893 |
| UBS SHORT TERM GAINS | P | 6573 | 6573 | |||
| UBS LONG TERM GAINS | P | 110812 | 110812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 122592 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 49845 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 814273 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.061214 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 632 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 774591 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.000816 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 4387 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 643079 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.006822 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 84213 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 835092 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.100843 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 74302 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 988394 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.075174 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.244869 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048974 | AverageDistributionRatio |
| Net Noncharitable Assets | 795405 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 38954 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1392 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 40346 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 25000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2784 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2784 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2784 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 325 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 325 | TotalCreditsAndPayments |
| Tax Due | 2459 | TaxDue |
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 | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | 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 | ESTES ARMSTRONG EARLEY LLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8176453962 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 907-A WEST HENDERSON | AddressLine1 |
| City | CLEBURNE | City |
| State | TX | State |
| ZIP Code | 76033 | 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 |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM B SNYDER | ||||||||
| 5 CARMARTHEN COURT | DALLAS | TX | 75225 | PRESIDENT/TREASURER | 0.00 | 0 | 0 | 0 |
| PHYLLIS G SNYDER | ||||||||
| 5 CARMARTHEN COURT | DALLAS | TX | 75225 | VICE-PRESIDENT/SECRETARY | 0.00 | 0 | 0 | 0 |
| CLAUDIA SNYDER FERRARA | ||||||||
| 536 MELODY LANE | RICHARDSON | TX | 75081 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 801418 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 6100 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 807518 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 807518 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12113 | CashDeemedCharitable |
| Net Noncharitable Assets | 795405 | NetNoncharitableAssets |
| Minimum Investment Return | 39770 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 39770 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2784 | TaxBasedOnInvestmentIncome |
| Total Tax | 2784 | TotalTax |
| Distributable Amount Before Adj | 36986 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 36986 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 36986 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 25000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 25000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 25000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 36986 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 14768 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 9441 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 24209 | TotalExcessDistriCarryover |
| Qualifying Distributions | 25000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 25000 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 11986 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 11986 | ExcessDistriCyovAppliedCY |
| Total Corpus | 12223 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 12223 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2782 | ExcessFromYear4 |
| Excess From Year1 | 9441 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGDON COLLEGE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 EAST FAIRVIEW AVE | AddressLine1 |
| City | MONTGOMERY | City |
| State | AL | State |
| ZIP Code | 36106 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | EDUCATIONAL | PurposeOfGrantOrContribution |
| Amount | $25,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 25000 | 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 | $10,436 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,209 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1267 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $122,592 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $146,237 | ExclusionAmount |
| Related Or Exempt Function Income | 1267 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 147504 | 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 | 4,8 | LineNumber |
| Relationship Statement | THIS IS A SUPPLEMENTARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS' CHARITABLE AND EDUCATIONAL PURPOSE. | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,851 | Amount |
| Net Investment Income | 2851 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | WESTWOOD TRUST | NameOfStock |
| EOY Book Value | 814400 | EOYBookValue |
| EOYFMV | 814400 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON INVESTMENTS | Description |
| Amount | $74,064 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| OTHER PORTFOLIO LOSS | -409 | -409 | -409 |
| RETURN OF CAPITAL | 1676 | 1676 | 1676 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEE | Category |
| Amount | $4,798 | Amount |
| Net Investment Income | 4798 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $336 | 336 | 0 |
| FOREIGN TAXES PAID | $330 | 330 | 0 |
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