SENG FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SENG FOUNDATION INC (EIN 58-2397355)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201341339349100959
- 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 Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T10:12:42-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581763439 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDHAM BRANNON PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3630 PEACHTREE RD NE SUITE 600 | AddressLine1 |
| City | ATLANTA | City |
| State | GA | State |
| ZIP Code | 30326 | 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 | 582397355 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID F AND ERIN M SENG FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 7068679047 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 MARTIN STREET | AddressLine1 |
| City | DAHLONEGA | City |
| State | GA | State |
| ZIP Code | 305331246 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID F SENG | Name |
| Title | CO-TRUSTEE | Title |
| Phone | 7068679047 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA M COATS | Name |
| PTIN | P00080446 | PTIN |
| Phone | 4048982000 | Phone |
| Date Prepared | 2013-04-25 | DatePrepared |
| 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 | 415836 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 6420 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 6420 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 34025 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 34025 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 34025 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 40445 | TotalRevenueAndExpenses |
| Total Net Investment Income | 40445 | 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 | 1950 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 975 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 975 | AccountingFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1950 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 975 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 975 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 41550 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 41550 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 43500 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 975 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 42525 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3055 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 39470 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 47282 | CashBOY |
| Cash EOY | 49234 | CashEOY |
| Cash EOYFMV | 49234 | CashEOYFMV |
| Other Notes And Loans Receivable | 506108 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 511115 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 506108 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 49094 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 316323 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 316323 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 317508 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 874720 | TotalAssetsBOY |
| Total Assets EOY | 871665 | TotalAssetsEOY |
| Total Assets EOYFMV | 415836 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 7014 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 7014 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 7014 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 7014 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 867706 | RetainedEarningsBOY |
| Retained Earnings EOY | 864651 | RetainedEarningsEOY |
| Total Net Assets BOY | 867706 | TotalNetAssetsBOY |
| Total Net Assets EOY | 864651 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 874720 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 871665 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 867706 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3055 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 864651 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 864651 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 34025 | GrossSalesPrice |
| Gain Or Loss | 34025 | GainOrLoss |
| Gains Minus Excess Or Losses | 34025 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 34025 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 30125 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 432122 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.069714 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 40875 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 872549 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046846 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 73440 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 890434 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.082477 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 117837 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 837533 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.140695 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 262351 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 956979 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.274145 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.613877 | TotalDistributionRatio |
| Average Distribution Ratio | 0.122775 | AverageDistributionRatio |
| Net Noncharitable Assets | 402595 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 49429 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 395 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 49824 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 42525 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 789 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 789 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 789 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 614 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 614 | TotalCreditsAndPayments |
| Penalty For Underpayment | 2 | PenaltyForUnderpayment |
| Tax Due | 177 | 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 | GA | 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 | DAVID M SENG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7068679047 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 MARTIN STREET | AddressLine1 |
| City | DAHLONEGA | City |
| State | GA | State |
| ZIP Code | 305331246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID F SENG | ||||||||
| 118 MARTIN STREET | DAHLONEGA | GA | 305331246 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| ERIN M SENG | ||||||||
| 118 MARTIN STREET | DAHLONEGA | GA | 305331246 | SECRETARY/TREASURER | 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 | 331066 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 28566 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 49094 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 408726 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 408726 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6131 | CashDeemedCharitable |
| Net Noncharitable Assets | 402595 | NetNoncharitableAssets |
| Minimum Investment Return | 20130 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 20130 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 789 | TaxBasedOnInvestmentIncome |
| Total Tax | 789 | TotalTax |
| Distributable Amount Before Adj | 19341 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19341 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19341 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 42525 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 42525 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 42525 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19341 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 215880 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 76087 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 29013 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 8519 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 329499 | TotalExcessDistriCarryover |
| Qualifying Distributions | 42525 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 19341 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23184 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 352683 | 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 | 215880 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 136803 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 76087 | ExcessFromYear4 |
| Excess From Year3 | 29013 | ExcessFromYear3 |
| Excess From Year1 | 8519 | ExcessFromYear1 |
| Excess From Current Year | 23184 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID F SENG | ContributingManager |
| Contributing Manager | ERIN M SENG | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BRENAU UNIVERSITY | |||||||
| 500 WASHINGTON ST SE | GAINESVILLE | GA | 30501 | N/A | 501(C)3 PUBLIC CHARI | HELP EDUCATE COLLEGE STUDENTS | $10,000 |
| CHRIST REDEEMER CATHOLIC CHURCH | |||||||
| 991 KILOUGH CHURCH ROAD | DAWSONVILLE | GA | 30534 | N/A | 501(C)3 PUBLIC CHARI | HELP SUPPORT THE CATHOLIC CHURCH | $9,100 |
| SISTERS OF PROVIDENCE | |||||||
| 1 SISTERS OF PROVIDENCE ROAD | SAINT MARYOFTHEWOOD | IN | 47876 | N/A | 501(C)3 PUBLIC CHARI | HELP SUPPORT THE SISTERS OF PROVIDENCE | $750 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 991 KILOUGH CHURCH ROAD | DAWSONVILLE | GA | 30534 | N/A | 501(C)3 PUBLIC CHARI | TO PROVIDE AID AND ASSISTANCE TO THE POOR | $1,700 |
| UNIVERSITY OF NOTRE DAME | |||||||
| PO BOX 519 | NOTRE DAME | IN | 46556 | N/A | 501(C)3 PUBLIC CHARI | HELP EDUCATE COLLEGE STUDENTS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 41550 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,420 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $34,025 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $40,445 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 40445 | TotalPartXVIA |
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 FEES | Category |
| Amount | $1,950 | Amount |
| Net Investment Income | 975 | NetInvestmentIncome |
| Disbursements Charitable Prps | 975 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 735.104 OF DODGE & COX STOCK FUND | 93946 | 89609 |
| 8,635.797 OF LONGLEAF PARTNERS FUND | 222377 | 227899 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED REVENUE-ACCRUED INTEREST | Description |
| BOY Book Value | 7014 | BOYBookValue |
| EOY Book Value | 7014 | EOYBookValue |
Comments