Houston Osteopathic Hospital Found Inc: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- Houston Osteopathic Hospital Found Inc (EIN 74-2426837)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-22
- IRS object ID
- 201101129349100100
- Schema version
- 2010v3.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-22T07:43:45-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C W GRIFFIN CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 NORTH MAIN STREET | AddressLine1 |
| City | PEARLAND | City |
| State | TX | State |
| ZIP Code | 77581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742426837 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOUSTON OSTEOPATHIC HOSPITAL FOUND INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOUS | NameControl |
| Phone | 2814853226 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 NORTH MAIN STREET | AddressLine1 |
| City | PEARLAND | City |
| State | TX | State |
| ZIP Code | 77581 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR DAVID ARMBRUSTER | Name |
| Title | PRESIDENT | Title |
| Phone | 2814853226 | Phone |
| Date Signed | 2011-04-17 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CECIL W GRIFFIN | Name |
| Phone | 7135331111 | Phone |
| Date Prepared | 2011-04-22 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1088521 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 27727 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 27727 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 91386 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 27727 | TotalRevenueAndExpenses |
| Total Net Investment Income | 119113 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 15000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 4000 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 11000 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 750 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 375 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 375 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2900 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 400 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 17654 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 17654 | OtherProfFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 5503 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4934 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 569 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 41807 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 29463 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12344 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 36000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 36000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 77807 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 29463 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 48344 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -50080 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 89650 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 18949 | CashBOY |
| Cash EOY | 19083 | CashEOY |
| Cash EOYFMV | 19083 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1022499 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1069438 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1069438 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 1041448 | TotalAssetsBOY |
| Total Assets EOY | 1088521 | TotalAssetsEOY |
| Total Assets EOYFMV | 1088521 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 0 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1041448 | CapitalStockBOY |
| Capital Stock EOY | 1088521 | CapitalStockEOY |
| Total Net Assets BOY | 1041448 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1088521 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1041448 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1088521 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1041448 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -50080 | ExcessOfRevenueOverExpenses |
| Other Increases | 97153 | OtherIncreases |
| Subtotal | 1088521 | Subtotal |
| Total Net Assets Fund Balances EOY | 1088521 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Common Stocks and Bonds in Managed Account | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2010-01-01 | DateAcquired |
| Date Sold | 2010-12-15 | DateSold |
| Gross Sales Price | 986146 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 894760 | CostOrOtherBasis |
| Gain Or Loss | 91386 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | 91386 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 91386 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 51950 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 849907 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.061124 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 75937 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1026372 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.073986 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 69529 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1145042 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.060722 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 53326 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1161446 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045913 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 51569 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1014430 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050835 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.292580 | TotalDistributionRatio |
| Average Distribution Ratio | 0.058516 | AverageDistributionRatio |
| Net Noncharitable Assets | 1049009 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 61384 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 897 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 62281 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 48344 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1793 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1793 | Subtotal |
| Tax Based On Investment Income | 1793 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 548 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 548 | TotalCreditsAndPayments |
| Tax Paid Original Return | 548 | TaxPaidOriginalReturn |
| Tax Due | 1245 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CECIL W GRIFFIN CPA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7135331111 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1603 NORTH MAIN | AddressLine1 |
| City | PEARLAND | City |
| State | TX | State |
| ZIP Code | 77581 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 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 |
|---|---|---|---|---|---|---|---|---|
| MR LANNY VLASAK | ||||||||
| P O BOX 630747 | HOUSTON | TX | 77581 | Director | 1.00 | 2000 | 0 | 0 |
| MRS MARGUERITE BADGER | ||||||||
| 5630 FAIRDALE 1 | HOUSTON | TX | 77057 | Treasurer | 6.00 | 3200 | 0 | 0 |
| DR DAVID ARMBRUSTER | ||||||||
| 3322 WALNUT 105 | PEARLAND | TX | 77581 | President | 4.00 | 2000 | 0 | 0 |
| MR E P GEMMER | ||||||||
| 9225 KATY FREEWAY SUITE 201 | HOUSTON | TX | 77024 | Director | 3.00 | 2000 | 0 | 0 |
| DR CARL V MITTEN | ||||||||
| 338 KINGS COURT | HOUSTON | TX | 77015 | Secretary | 1.00 | 2000 | 0 | 0 |
| DR DAVID SUFFIAN | ||||||||
| 6102 QUEENSLOCH DRIVE | HOUSTON | TX | 77096 | Director | 1.00 | 2300 | 0 | 0 |
| DR ROBERT PRANGLE | ||||||||
| 13310 BEAMER RD SUITE G | HOUSTON | TX | 77089 | Director | 1.00 | 1500 | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1045968 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 19016 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1064984 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1064984 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15975 | CashDeemedCharitable |
| Net Noncharitable Assets | 1049009 | NetNoncharitableAssets |
| Minimum Investment Return | 52450 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52450 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1793 | TaxBasedOnInvestmentIncome |
| Total Tax | 1793 | TotalTax |
| Distributable Amount Before Adj | 50657 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 50657 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 50657 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 48344 | ExpensesAndContributions |
| Qualifying Distributions | 48344 | QualifyingDistributions |
| Adj Qualifying Distributions | 48344 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 50657 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 50073 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 50073 | TotalExcessDistriCarryover |
| Qualifying Distributions | 48344 | QualifyingDistributions |
| Applied To Current Year | 48344 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 2313 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2313 | ExcessDistriCyovAppliedCY |
| Total Corpus | 47760 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 47760 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 47760 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo (2 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|
| GRANT COMMITTEE CO DR DAVID ARMBRUS | 3322 E WALNUT - SUITE 105 | PEARLAND | TX | 77581 | 2814853226 | EVIDENCE OF ENROLLMENT IN A COLLEGE OF OSTEOPATHIC MEDICINE. | NONE | SEEE 2(B) - STUDENTS AT TEXAS COLLEGE OF OSTEOPATHIC MEDICINE AND LICENSED PHYSICIANS ENAROLLED |
| DR DAVID ARMBRUSTER | 3322 E WALNUT - SUITE 105 | PEARLAND | TX | 77581 | 2814853226 | MEDICINE WITH PERTINENT BIOGRAPHICAL, EDUCATIONAL, AND FINANCIAL INFORMATION ON THE APPLICANT. | PART-DOCTORAL COURSES OF INSTRUCTION IN QUALIFIED 501 (C) (3) ENTITIES. |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| UNIVERSITY OF NORTH TEXAS | ||||||
| 3500 BOWIE BLVD | FORT WORTH | TX | 76107 | 501(c)(3) | Educational | $10,000 |
| KANSAS CITY UNIVERSITY | ||||||
| OF MEDICINE BIOSCIENCES | KANSAS CITY | MO | 64106 | 501(c) (3) | Educational | $11,000 |
| A T STILL UNIVERSITY | ||||||
| 800 W JEFFERSON | KIRKSVILLE | MO | 63501 | 501(c) (3) | Educational | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 36000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Related Or Exempt Function Income | 27727 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 27727 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 27727 | 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 | 14 | LineNumber |
| Relationship Statement | This income provided the funds to continue the foundations purpose | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Cecil W. Griffin CPA Financial Statements & Tax Returns | Category |
| Amount | $2,900 | Amount |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MacNaughton & Knoblesdorff General Legal Counsel & Consultation | Category |
| Amount | $750 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Insurance | 2733 | 2733 | |
| Office and Other | 794 | 794 | |
| Secretarial Fees | 900 | 600 | 300 |
| Meetings Expense | 1076 | 807 | 269 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Unrealized Gain On Investments | $5,767 |
| Short Term Capital Gains | $91,386 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal Income Tax Payable | Description |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Federal Income Tax Payable | Description |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch Investment Fees | Category |
| Amount | $17,654 | Amount |
Comments