PETERS FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PETERS FOUNDATION (EIN 84-2497828)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-11-20
- IRS object ID
- 202433259349100028
- Schema version
- 2023v5.1
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-20T16:52:14-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R Kuhen & Co Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2151 Michelson Drive Suite 162 | AddressLine1Txt |
| City | Irvine | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842497828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER'S FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PAUL MUTHART | InCareOfNm |
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 9282467285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MUTHART | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9282467285 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00101109 | PTIN |
| Phone | 9492089900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,044,713 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $61,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,724 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $82,203 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,724 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $411,766 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,766 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $800 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $176 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $190,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $221,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $108,540 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $95,965 | CashBOYAmt |
| Cash EOY | $11,258 | CashEOYAmt |
| Cash EOYFMV | $11,258 | CashEOYFMVAmt |
| Other Investments BOY | $1,441,454 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,747,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,033,455 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,537,419 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,758,709 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,044,713 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,537,419 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,758,709 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,537,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,758,709 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,537,419 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,758,709 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,537,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $221,290 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,758,709 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,758,709 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS AMERICAN MUTUAL FUND | 2007-12-17 | 2024-02-06 | $55,000 | $30,123 | $24,877 | $24,877 |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND | 1999-06-15 | 2024-02-28 | $2,000 | $1,181 | $819 | $819 |
| AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND | 1999-06-15 | 2024-03-13 | $300 | $175 | $125 | $125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,724 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,509 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,509 | SubtotalAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $803 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,306 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,109 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,600 | OverpaymentAmt |
| Applied To ES Tax | $1,600 | AppliedToESTaxAmt |
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 | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL MUTHART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9282467285 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ADRIENNE MCLAUGHLIN | ||||||||
| 2598 E ALOE PLACE | CHANDLER | AZ | 85286 | PRESIDENT | 0 | $0 | $0 | $0 |
| PAUL R MUTHART | ||||||||
| 2598 E ALOE PLACE | CHANDLER | AZ | 85286 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,814,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,509 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,878,158 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,878,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,172 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,849,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,499 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,499 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,509 | TotalTaxAmt |
| Distributable Before Adj | $90,990 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $90,990 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $90,990 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $187,250 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,990 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $59,609 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $126,852 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $203,362 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $90,990 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $96,260 | RemainingDistriFromCorpusAmt |
| Total Corpus | $299,622 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $299,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,609 | ExcessFromYear4Amt |
| Excess From Year3 | $16,259 | ExcessFromYear3Amt |
| Excess From Year2 | $642 | ExcessFromYear2Amt |
| Excess From Year1 | $126,852 | ExcessFromYear1Amt |
| Excess From Current Year | $96,260 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ADRIENNE MCLAUGHLIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ADRIENNE MCLAUGHLIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2598 E ALOE PLACE | AddressLine1Txt |
| City | CHANDLER | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9282467285 | RecipientPhoneNum |
| Form And Info And Materials | ADRIENNE MCLAUGHLIN LETTER SUMMARIZING THE NEED FOR FUNDS AND TAX-EXEMPT STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YUMA CATHOLIC HIGH SCHOOL | |||||||
| 2100 W 28TH ST | YUMA | AZ | 85364 | N/A | PC | CHARITABLE | $15,000 |
| PRIESTLY FRATERNITY ST PETER | |||||||
| 450 VENARD ROAD | S ABINGTON TOWNSHIP | PA | 18411 | N/A | PC | CHARITABLE | $100,000 |
| SAN CARLOS APACHE ROM CATHOLIC | |||||||
| 460 SAN CARLOS AVE | SAN CARLOS | AZ | 85550 | N/A | PC | CHARITABLE | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,008 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $50,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,766 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,766 | 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 | ADRIENNE MCLAUGHLIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10515 SW MOUNT ADAMS DR | AddressLine1Txt |
| City | BEAVERTON | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 970078381 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING COSTS | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,250 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST TRUST MORNINGSTAR | $108,891 | $125,169 |
| INDUSTRIAL SELECT SECTOR | $13,249 | $30,468 |
| ISHARES SELECT DIVID ETF | $135,840 | $174,211 |
| ISHARE INTL SELECT DIVID | $19,168 | $13,835 |
| UTILITIES SECTOR SPDR FUND | $36,547 | $54,512 |
| VANGUARD COMMUNICATION SERVICE | $99,205 | $131,290 |
| AMERICAN FUNDS AMERICAN MUTUAL | $108,507 | $212,826 |
| AMERICAN FUNDS WASHINGTON MUTU | $137,797 | $220,024 |
| AMERICAN FUNDS FUNDAMENTAL | $105,449 | $187,596 |
| COUNTERPOINT TACTICAL INCOME | $221,742 | $222,578 |
| GUGGENHEIM TOTAL RETURN | $383,694 | $307,656 |
| THORNBURG LTD TERM INCOME | $377,362 | $353,290 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEE | Desc |
| Revenue And Expenses Per Books | $176 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $176 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVEST INCOME | CategoryTxt |
| Amt | $800 | Amt |
| Net Investment Income | $800 | NetInvestmentIncomeAmt |