CAM FOUNDATION FOR YOUNG MINDS: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CAM FOUNDATION FOR YOUNG MINDS (EIN 20-8134516)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-21
- IRS object ID
- 201342339349100209
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-21T15:36:38-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263843250 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owens Consortium PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Concord Plaza Ste 550 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78216 | 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 | 208134516 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SC Rain Foundation co Sara T Campbell | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCRA | NameControl |
| Phone | 2108294116 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171068 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78217 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sara T Campbell | Name |
| Title | Trustee | Title |
| Phone | 2108294116 | Phone |
| Date Signed | 2013-07-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | David S Owens | Name |
| PTIN | P00387441 | PTIN |
| Phone | 2103840333 | Phone |
| Date Prepared | 2013-07-29 | 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 | 3696327 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1918 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3109 | InterestOnSavingsRevAndExpnss |
| Dividends Rev And Expnss | 42039 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 42039 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 65148 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1925 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 65148 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 112214 | TotalRevenueAndExpenses |
| Total Net Investment Income | 107187 | 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 |
| Other Prof Fees Rev And Expnss | 3000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3000 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2746 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 626 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5296 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5296 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 11042 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8922 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 126000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 126000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 137042 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8922 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 126000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -24828 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 98265 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 953208 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 958492 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 958493 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1160346 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 1244350 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1400245 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1758148 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 0 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 974339 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 979686 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 3357904 | TotalAssetsBOY |
| Total Assets EOY | 3333076 | TotalAssetsEOY |
| Total Assets EOYFMV | 3696327 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | 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 | 3357904 | RetainedEarningsBOY |
| Retained Earnings EOY | 3333076 | RetainedEarningsEOY |
| Total Net Assets BOY | 3357904 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3333076 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3357904 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3333076 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3357904 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -24828 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3333076 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3333076 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice |
|---|---|---|---|---|
| Schwab | 190 | 190 | ||
| Gardner Russo | 2657 | 2657 | ||
| Schwab | 60359 | 60359 | ||
| KMI | 17 | 17 | P | |
| Capital Gains Dividends | 1925 | 1925 | P | 1925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 65148 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 55550 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2511413 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.022119 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 102550 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1840924 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055706 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 107522 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1819935 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059080 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 129548 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2071388 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062542 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2169009 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000000 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.199447 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039889 | AverageDistributionRatio |
| Net Noncharitable Assets | 3505725 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 139840 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 983 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 140823 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 126000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1965 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1965 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1965 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1048 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2500 | TaxPaidWithExtension |
| Total Credits And Payments | 3548 | TotalCreditsAndPayments |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Overpayment | 1577 | Overpayment |
| Amount Credited To Next Year | 1577 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | Offices of Edward H Austin Jr | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2108294116 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 171068 | AddressLine1 |
| City | San Antonio | City |
| State | TX | State |
| ZIP Code | 78217 | 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 (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Sara T Campbell | ||||||||
| PO Box 171068 | San Antonio | TX | 78217 | Trustee | 0.00 | 0 | 0 | 0 |
| Catherine S Campbell | ||||||||
| PO Box 171068 | San Antonio | TX | 78217 | Trustee | 0.00 | 0 | 0 | 0 |
| Ruth C Austin | ||||||||
| PO Box 171068 | San Antonio | TX | 78217 | Trustee | 0.00 | 0 | 0 | 0 |
| Eloise D Austin | ||||||||
| PO Box 171068 | San Antonio | TX | 78217 | Trustee | 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 | 3559112 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3559112 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3559112 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 53387 | CashDeemedCharitable |
| Net Noncharitable Assets | 3505725 | NetNoncharitableAssets |
| Minimum Investment Return | 175286 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 175286 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1965 | TaxBasedOnInvestmentIncome |
| Total Tax | 1965 | TotalTax |
| Distributable Amount Before Adj | 173321 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 173321 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 173321 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 126000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 126000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 126000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 173321 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 121277 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 126000 | QualifyingDistributions |
| Applied To Year1 | 121277 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4723 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 168598 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Sara T Campbell | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| Circle of Light | ||||||
| Po Box 375 | Pear Blossom | CA | 93553 | Public Charity | General Purpose | $5,000 |
| Fountain Project Foundation Inc | ||||||
| 10124 San Pablo Ave | El Cerrito | CA | 94530 | Public Charity | General Purpose | $30,000 |
| The Association For the Integration of the Whole Person | ||||||
| 10 Holly Dr | Asheville | NC | 28805 | Public Charity | General Purpose | $5,000 |
| Washington Sustainable Food & Farming Network | ||||||
| PO Box 762 | Mount Vernon | WA | 98273 | Public Charity | General Purpose | $20,000 |
| Whidbey Camano Land Trust | ||||||
| 765 Wonn Road Barn C-201 | Greenback | WA | 98253 | Public Charity | General Purpose | $30,000 |
| Institute of Qigong & Internal Alternative Medicine | ||||||
| PO Box 31576 | Seattle | WA | 98103 | public Charity | General Purpose | $36,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 126000 | 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 | $3,109 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $42,039 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $65,148 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $110,296 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 110296 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| JPMorgan Core Bond | 483426 | 485383 |
| Managers Pimco Bond | 490913 | 494303 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (25 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| Kinder Morgan Management LLC | 329008 | 568679 |
| Alphatec Holdings Inc | 105890 | 34400 |
| Kinder Morgan Inc | 44437 | 44834 |
| Kinder Morgan Inc Warrants | 0 | 7258 |
| Pernod Ricard | 61350 | 66276 |
| British American Tobacco | 43145 | 40580 |
| Diago | 32883 | 35579 |
| Sabmiller | 65624 | 69972 |
| Cie Financiere Riche Mont AG | 59517 | 82238 |
| Swatch Group | 27781 | 35279 |
| Heineken Hldg | 63211 | 76467 |
| Altria Group Inc | 40344 | 35370 |
| Anheuser Busch Inbev | 45220 | 50261 |
| Berkshire Hathaway Inc | 104073 | 109883 |
| Brown Forman Corp | 28232 | 27675 |
| Comcast Corp | 19084 | 21552 |
| Hasbro Inc | 4997 | 5385 |
| Martin Marietta Matls Inc | 22742 | 25927 |
| Mastercard Inc | 53139 | 59936 |
| Nestle SA Sponsored | 104135 | 112318 |
| Scripps Networks Interactive Inc | 9514 | 100136 |
| Unilever NV New York | 40545 | 46918 |
| Visa Inc | 28767 | 34106 |
| Washington Post Co | 7265 | 7304 |
| Wells Fargo & Co | 59342 | 59815 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Advisory Fees | 5286 | 5286 | 0 |
| Fees | 10 | 10 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting Fee | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 3000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Excise Tax | $2,120 | 0 | 0 |
| Foreign Taxes | $626 | 626 | 0 |
Comments