HOLMES CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HOLMES CHARITABLE FOUNDATION (EIN 36-4296450)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-13
- IRS object ID
- 201343179349100989
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-13T16:10:35-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134090270 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEBER MOSES & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADWAY STE 2420 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10007 | 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 | 364296450 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOLMES CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O WEBER MOSES & CO | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOLM | NameControl |
| Phone | 2127665840 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADWAY NO 2420 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10007 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT HOLMES | Name |
| Title | TRUSTEE | Title |
| Phone | 2127665840 | Phone |
| Date Signed | 2013-10-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVEN MOSES | Name |
| PTIN | P01343785 | PTIN |
| Phone | 2127665840 | Phone |
| Date Prepared | 2013-10-30 | 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 | 192082 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 41500 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 2 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -5198 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 329879 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 36304 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2 | 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 | 1000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Interest Net Invst Incm | 133 | InterestNetInvstIncm |
| Other Expenses Rev And Expnss | 27 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1027 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 633 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 11450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 11450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 12477 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 633 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 11450 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 23827 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 16306 | CashBOY |
| Cash EOY | 32835 | CashEOY |
| Cash EOYFMV | 32835 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 811 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 9347 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 9347 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 125564 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 122821 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 148540 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 1360 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1360 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 142681 | TotalAssetsBOY |
| Total Assets EOY | 166363 | TotalAssetsEOY |
| Total Assets EOYFMV | 192082 | 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 | 142681 | RetainedEarningsBOY |
| Retained Earnings EOY | 166363 | RetainedEarningsEOY |
| Total Net Assets BOY | 142681 | TotalNetAssetsBOY |
| Total Net Assets EOY | 166363 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 142681 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 166363 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 142681 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 23827 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 166508 | Subtotal |
| Other Decreases | 145 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 166363 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 15000 SHS CONNACHER OIL & GAS LTD | P | 2012-02-02 | 2012-08-15 | 6305 | 14941 | -8636 | -8636 |
| 4500 SHS VIRNETX HOLDING CORP | P | 2011-08-19 | 2012-03-16 | 112929 | 125129 | -12200 | -12200 |
| 500 SHS VIRNETX HOLDING CORP | P | 2011-08-19 | 2012-04-26 | 13534 | 13903 | -369 | -369 |
| VIRNETX HOLDING CORP OPTIONS | P | 152304 | 139681 | 12623 | 12623 | ||
| 10000 SHS CONNACHER OIL & GAS LTD | P | 2012-05-08 | 2012-08-15 | 4204 | 8086 | -3882 | -3882 |
| 1500 SHS VIRNETX HOLDING CORP | P | 2012-04-23 | 2012-04-26 | 40603 | 33337 | 7266 | 7266 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -5198 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 11802 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 99513 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.118598 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7200 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 62227 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.115705 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3000 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 33708 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.089000 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 11981 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 97512 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.122867 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 8380 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 136758 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.061276 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.507446 | TotalDistributionRatio |
| Average Distribution Ratio | 0.101489 | AverageDistributionRatio |
| Net Noncharitable Assets | 166582 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 16906 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 16906 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 11450 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 329 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 329 | TotalCreditsAndPayments |
| Overpayment | 329 | Overpayment |
| Amount Credited To Next Year | 329 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| 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 | WEBER MOSES CO | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2127665840 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10007 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| H ROBERT HOLMES | ||||||||
| PO BOX 5044 - 991 BRUSH CREEK RD | CRESTED BUTTE | CO | 81224 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DEBRA J HOLMES | ||||||||
| PO BOX 5044 - 991 BRUSH CREEK RD | CRESTED BUTTE | CO | 81224 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| KELLY ELIZABETH HOLMES | ||||||||
| PO BOX 5044 - 991 BRUSH CREEK RD | CRESTED BUTTE | CO | 81224 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTION AND SUPPORT OF VARIOUS EDUCATIOAL INSTITUTIONS THROUGH PUBLIC CHARITABLE ORGANIZATIONS | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 144269 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 24850 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 169119 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 169119 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2537 | CashDeemedCharitable |
| Net Noncharitable Assets | 166582 | NetNoncharitableAssets |
| Minimum Investment Return | 8329 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 8329 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 8329 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 8329 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 8329 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 11450 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 11450 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 11450 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 8329 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 2457 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7143 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1519 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 4089 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 7622 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 22830 | TotalExcessDistriCarryover |
| Qualifying Distributions | 11450 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 8329 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 3121 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 25951 | 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 | 2457 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 23494 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7143 | ExcessFromYear4 |
| Excess From Year3 | 1519 | ExcessFromYear3 |
| Excess From Year2 | 4089 | ExcessFromYear2 |
| Excess From Year1 | 7622 | ExcessFromYear1 |
| Excess From Current Year | 3121 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | H ROBERT HOLMES | 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 |
|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS FOUNDATION | ||||||
| PO BOX 266 100 SILVERMAN WAY | WINDHAM | NY | 12496 | PUBLIC CHARITY | PEOPLE WITH DISABILITIES SUPPORT | $5,000 |
| WOODEN NICKEL HISTORICAL MUSEUM | ||||||
| 345 OLD AUSTIN ROAD | SAN ANTONIO | TX | 78209 | PUBLIC CHARITY | EDUCATION | $1,000 |
| CITY OF HOPE | ||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | PUBLIC CHARITY | MEDICAL SUPPORT | $1,000 |
| SACRED HEART SCHOOL | ||||||
| 6250 N SHERIDAN ROAD | CHICAGO | IL | 60660 | PUBLIC CHARITY | EDUCATION | $2,450 |
| AMERICAN FRIENDS OF OUR ARMED FORCES (AFAF) | ||||||
| 232 WILD HORSE | PALM DESERT | CA | 92211 | PUBLIC CHARITY | ARMY SUPPORT | $1,000 |
| MAKE-A-WISH FOUNDATION | ||||||
| 4742 N 24TH ST SUITE 400 | PHOENIX | AZ | 850164862 | PUBLIC CHARITY | CHILDREN WITH LIFE-THREATENING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 11450 | 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) |
|---|---|---|
| Related Or Exempt Function Income | 2 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -5198 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | -5196 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -5196 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | CHARITIES ALL INVESTMENT INCOME IS TO BE USED FOR CONTRIBUTIONS TO PUBLIC |
| 8 | CHARITIES |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ROBERT HOLMES | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5044 - 991 BRUSH CREEK RD | AddressLine1 |
| City | CRESTED BUTTE | City |
| State | CO | State |
| ZIP Code | 81224 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 41500 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MARKETABLE SECURITIES | NameOfStock |
| EOY Book Value | 122821 | EOYBookValue |
| EOYFMV | 148540 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARGIN BALANCE | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1360 | BookValue |
| EOYFMV | 1360 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ADJUSTMENT | Description |
| Amount | $145 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK SERVICE CHARGES | Description |
| Revenue And Expenses Per Books | 27 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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