MARJORIE AND EDWARD ILLIG FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARJORIE AND EDWARD ILLIG FAMILY FOUNDATION (EIN 95-4603488)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-11
- IRS object ID
- 202501019349100015
- Schema version
- 2024v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-11T09:59:21-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621804322 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPANION CPA GROUP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 343 FOUTCH DR | AddressLine1Txt |
| City | COOKEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954603488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARJORIE & EDWARD ILLIG FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARJ | BusinessNameControlTxt |
| Phone | 9313197654 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 PINEWOOD DRIVE | AddressLine1Txt |
| City | COOKEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAELA M BUSH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9313197654 | PhoneNum |
| Signature | 2025-04-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOU ALICE FUNK CPA | PreparerPersonNm |
| PTIN | P01207030 | PTIN |
| Phone | 9315267041 | PhoneNum |
| Preparation | 2025-04-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,089,498 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $52,703 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,492 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,858 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,195 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $9,573 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,573 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,328 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $600 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $123 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,824 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,845 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,845 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,022 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,301 | CashBOYAmt |
| Cash EOY | $12,305 | CashEOYAmt |
| Cash EOYFMV | $12,305 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $590,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $691,322 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $642,823 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,278,745 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,336,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,434,370 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,874,829 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,040,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,089,498 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,874,829 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,040,459 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,874,829 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,040,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,874,829 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,040,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,874,829 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $120,441 | OtherIncreasesAmt |
| Subtotal | $2,040,459 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,040,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,492 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,460 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,460 | SubtotalAmt |
| Tax Based On Investment Income | $1,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,144 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,144 | TotalPaymentsAndCreditsAmt |
| Tax Due | $316 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAELA M BUSH | IndividualWithBooksNm |
| Phone | 9313197654 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 PINEWOOD DR | AddressLine1Txt |
| City | COOKEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAELA M BUSH | ||||||||
| 3567 PINEWOOD DR | COOKEVILLE | TN | 38501 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| ADAM LIEBELT | ||||||||
| 444 E 4TH ST 605 | ESCONDIDO | CA | 92025 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| MEGAN L LIEBELT | ||||||||
| 1935 WASHINGTON BLVD 1 | PASADENA | CA | 91104 | SECRETARY | 000.00 | $0 | $0 | $0 |
| ANNA M CLINE | ||||||||
| 6909 TUMBLING TRAIL | FORT WORTH | TX | 76116 | TREASURER & | 000.00 | $0 | $0 | $0 |
| RITA M LIEBELT | ||||||||
| 3540 FALLEN LEAF PLACE | GLENDALE | CA | 91206 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| KATHERINE I SCHNEIDER | ||||||||
| 3832 SAN AUGUSTINE DRIVE | GLENDALE | CA | 91206 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOHN E SCHNEIDER | ||||||||
| 3832 SAN AUGUSTINE DRIVE | GLENDALE | CA | 91206 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,042,199 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,812 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,089,011 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,089,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,057,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,884 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,884 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,460 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,460 | TotalTaxAmt |
| Distributable Before Adj | $101,424 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $101,424 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $101,424 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,845 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $71,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,424 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $37,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,367 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $918 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,803 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $47,469 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,845 | QualifyingDistributionsAmt |
| Applied To Current Year | $71,845 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $29,579 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $29,579 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,890 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $7,802 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,088 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,367 | ExcessFromYear4Amt |
| Excess From Year3 | $918 | ExcessFromYear3Amt |
| Excess From Year2 | $4,803 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAELA BUSH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 PINEWOOD DRIVE | AddressLine1Txt |
| City | COOKEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9313197654 | RecipientPhoneNum |
| Recipient Email Address | ILLIGFAMILYFOUNDATION@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE SEND LETTER OF REQUEST WITH A BRIEF CASE STATEMENT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 1 - OCTOBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | PRIMARILY CATHOLIC EDUCATIONAL AND WELFARE PROGRAMS. ORGANIZATION MUST BE A QUALIFIED IRC SECTION 501(C)(3) ORGANIZATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| GOOD SHEPHERD SHELTER | |||||||
| CATHOLIC CHARITIES OF LOS ANGELES INC | P O BOX 15095 | LOS ANGELES | CA | 900150095 | DOMESTIC VIOLENCE SHELTER | $9,000 | |
| SISTERS OF SOCIAL SERVICE | |||||||
| 4316 LANAI ROAD | ENCINO | CA | 91436 | REGIS HOUSE YOUTH PROGRAM | $10,000 | ||
| THOMAS AQUINAS COLLEGE | |||||||
| 10000 OJAI ROAD | SANTA PAULA | CA | 93060 | EDUCATIONAL PROGRAMS | $5,000 | ||
| MEND-MEET EACH NEED WITH DIGNITY | |||||||
| 10641 N SAN FERNANDO ROAD | PACOIMA | CA | 91331 | SOCIAL WELFARE PROGRAMS | $8,000 | ||
| ST THOMAS AQUINAS CHURCH | |||||||
| 421 N WASHINGTON AVE | COOKEVILLE | TN | 38501 | YOUTH PROGRAMS | $2,000 | ||
| CALIFORNIA MISSIONS FOUNDATION | |||||||
| P O BOX 23035 | SANTA BARBARA | CA | 93121 | ALL ABOARD THE BUS | $5,000 | ||
| CATHOLIC BIG BROTHERS AND SISTERS | |||||||
| 1530 JAMES M WOOD | LOS ANGELES | CA | 90015 | MENTORING UNDERSERVED YOUTH | $6,000 | ||
| PREP MINISTRY OF ARCHDIOCESE OF LA | |||||||
| PO BOX 77850 | LOS ANGELES | CA | 90007 | INMATE CORRESONDENCE COURSE | $8,000 | ||
| ST JOHN'S SEMINARY | |||||||
| 5012 SEMINARY ROAD | CAMARILLO | CA | 93012 | GENERAL SUPPORT TO MINISTRY | $1,000 | ||
| CARMELITE SISTERS OF MSH OF LA | |||||||
| 920 EAST ALHAMBRA ROAD | ALHAMBRA | CA | 91801 | GENERAL SUPPORT | $1,000 | ||
| ST EDWARDS RETREAT CENTER | |||||||
| 5701 ACORN DRIVE | WRIGHTWOOD | CA | 92397 | PROGRAM OPS. & IGNITING THE SPIRIT | $10,000 | PO BOX 99 | |
| EQUESTRIAN ORDER OF HOLY SEPULCHRE | |||||||
| WESTERN USA LIEUTENANCY | 555 W TEMPLE STREET | LOS ANGELES | CA | 90012 | HOLY LAND'S HUMANITARIAN FUND | $6,845 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,845 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,703 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $119,858 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,858 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MICHAELA M BUSH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3567 PINEWOOD DRIVE | AddressLine1Txt |
| City | COOKEVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $1,800 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | FIRST WESTERN TRUST | AssetDesc |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Gross Sales Price | $116,980 | GrossSalesPriceAmt |
| Basis | $112,317 | BasisAmt |
| Total Net | $4,663 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| POOLED EQUITY FUNDS | $1,042,195 | $1,139,733 |
| OTHER SECURITIES AND ETF | $294,637 | $294,637 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| BANK FEES | $55 |
| LICENCES & REGISTRATIONS | $68 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT TO SECURITIES | Desc |
| Amt | $120,441 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,573 | Amt |
| Net Investment Income | $9,573 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $600 | $600 |
| ESTIMATED PAYMENTS | $728 |