SMALLWOOD SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SMALLWOOD SCHOLARSHIP FOUNDATION (EIN 82-0504275)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202331299349104793
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T02:16:10-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820303234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EGBERT ACCOUNTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820504275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMALLWOOD SCHOLARSHIP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAL | BusinessNameControlTxt |
| Phone | 2087336063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDAL F EGBERT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2087336063 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENDAL | PersonFirstNm |
| Person Last | EGBERT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENDAL F EGBERT | PreparerPersonNm |
| PTIN | P00546251 | PTIN |
| Phone | 2087336063 | PhoneNum |
| Preparation | 2023-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $361,784 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $89 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,431 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,431 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,520 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,520 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $600 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $446 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $446 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $446 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $446 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,046 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,046 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,046 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,546 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,474 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $68,874 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,848 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,848 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $311,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $311,816 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $303,936 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $380,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $369,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $361,784 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $33,988 | GrantsPayableBOYAmt |
| Grants Payable EOY | $21,008 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $33,988 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,008 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $379,268 | CapitalStockBOYAmt |
| Capital Stock EOY | $311,816 | CapitalStockEOYAmt |
| Retained Earning BOY | -$32,566 | RetainedEarningBOYAmt |
| Retained Earning EOY | $36,840 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $346,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $348,656 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $380,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $369,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $346,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,980 | OtherIncreasesAmt |
| Subtotal | $348,656 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $348,656 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $271 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $271 | SubtotalAmt |
| Tax Based On Investment Income | $271 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $271 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL F EGBERT LPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2087336063 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CARL SNOW | ||||||
| 812 MAIN AVE N | TWIN FALLS | ID | 83301 | TRUSTEE | 000.00 | $0 |
| COLLEGE OF SOUTHERN IDAHO SCHOLARASHIP FOUNDATION | ||||||
| 812 MAIN AVE N | TWIN FALLS | ID | 83301 | TRUSTEE | 000.00 | $0 |
| KENDAL F EGBERT | ||||||
| 812 MAIN AVE N | TWIN FALLS | ID | 83301 | TRUSTEE | 000.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS PAID TO COLLEGES AND UNIVERSITIES TO BE DISTRIBUTED TO STUDENTS FOR THEIR TUITION AND BOOKS. SCHOLARSHIPS GRANTED TO QUALFYING STUDENTS | Description1Txt |
| Expenses1 | $30,500 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $319,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $63,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $382,856 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $382,856 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,743 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $377,113 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $271 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $271 | TotalTaxAmt |
| Distributable Before Adj | $18,585 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,585 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,585 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,546 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $31,546 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,585 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $8,123 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $8,123 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,546 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,585 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,961 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,084 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $21,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,123 | ExcessFromYear2Amt |
| Excess From Current Year | $12,961 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENDAL F EGBERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2087336063 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION AVAILABLE AT ABOVE ADDRESS AND TWIN FALLS COUNTY SCHOOLS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 1 JANUARY THROUGH 1 APRIL EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESIDENTS OF TWIN FALLS COUNTY - FOR USE ONLY TUITION AND BOOKS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BYU-I | |||||||
| 525 S CENTER ST | REXBURG | ID | 83460 | NONE | PC | SCHOLARSHIP | $1,500 |
| PENSACOLA CHRISTIAN COLLEGE | |||||||
| 250 BRENT LANE | PENSACOLA | FL | 32503 | NONE | PC | SCHOLARSHIP | $7,000 |
| COLLEGE OF SOUTHERN IDAHO | |||||||
| 315 FALLS AVE E | TWIN FALLS | ID | 83301 | NONE | PC | SCHOLARSHIP | $9,500 |
| UTAH VALLEY UNIVERSITY | |||||||
| 800 W UNIVERSITY PKWY | OREM | UT | 84058 | NONE | PC | SCHOLARSHIP | $3,500 |
| UNIVERSITY OF NEVADA-RENO | |||||||
| 1664 N VIRGINIA ST | RENO | NV | 89557 | NONE | PC | SCHOLARSHIP | $3,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK RD | PHOENIX | AZ | 85017 | NONE | PC | SCHOLARSHIP | $3,000 |
| BOISE STATE UNIVERSITY | |||||||
| 1910 W UNIVERSITY DR | BOISE | ID | 83725 | NONE | PC | SCHOLARSHIP | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLEGES TO BE DETERMINED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TBD | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $21,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $21,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,431 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $20,520 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,520 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ALL INCOME IS FROM INVESTMENTS WHICH WAS DONATED AS CORPUS OF THE FOUNDATION. EARNINGS |
| 4 | FROM THE CORPUS AND INTEREST ON THE ACCUMULATION REQUIRED, PROVIDE FUNDS TO PAY |
| 4 | SCHOLARSHIPS FOR COLLEGE STUDENTS. THIS IS THE STATED PURPOSE OF THE FOUNDATION. |
| 3 | SEE ABOVE |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $600 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY UTILITIES | $100,040 | $114,134 |
| FIDELITY PURITAN | $46,080 | $49,930 |
| FIDELITY EQUITY INCOME | $100,370 | $95,032 |
| ALLSPRINGS CLASSIC VALUE-A | $65,326 | $44,840 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIPS PAYABLE ADJUSTMENT | Desc |
| Amt | $12,980 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Income tax | CategoryTxt |
| Amt | $446 | Amt |
| Net Investment Income | $446 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $446 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $446 | DisbursementsCharitablePrpsAmt |