CHERYL L WELTER CHARITABLE FAMILY FOUNDATION: Form 990PF, tax year 2022
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- Organization
- CHERYL L WELTER CHARITABLE FAMILY FOUNDATION (EIN 46-7376554)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349104460
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T10:26:38-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 824490155 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charlesworth Financial Services LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12789 South US Highway 421 | AddressLine1Txt |
| City | Wanatah | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46390 | 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 | 467376554 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Cheryl Lyn Welter Family | BusinessNameLine1Txt |
| Business Name Line2 | Charitable Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | BusinessNameControlTxt |
| Phone | 5747722300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 E Culver Rd | AddressLine1Txt |
| City | Knox | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Harold Welter | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Harold | PersonFirstNm |
| Person Last | Welter | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | Julianne M Charlesworth | PreparerPersonNm |
| PTIN | P00086338 | PTIN |
| Phone | 2195319519 | PhoneNum |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $0 | 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 | $94,936 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $22 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $4,306 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,306 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $4,306 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $402 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $200,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $402 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $135 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $99,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,730 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $4,328 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $7,560 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,560 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $7,560 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $7,560 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $5,557 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,557 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,557 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,557 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $578 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $578 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $578 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,158 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,158 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $20,158 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,853 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $33,853 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,853 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,996 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,996 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,853 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $33,853 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,952 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,126 | CashBOYAmt |
| Cash EOY | $22,878 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $5,337 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,144 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $186,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $191,865 | CorporateStockEOYAmt |
| Total Assets BOY | $203,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $219,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $560 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $560 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $203,395 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $219,327 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $203,395 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $219,327 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $203,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $219,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $203,395 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,952 | ExcessRevenueOverExpensesAmt |
| Subtotal | $245,347 | SubtotalAmt |
| Other Decreases | $26,020 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $219,327 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| P | 2022-01-01 | 2022-06-15 | $130,476 | $137,723 | -$7,247 | -$7,247 |
| P | 2020-06-15 | 2022-06-15 | $70,370 | $62,721 | $7,649 | $7,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $402 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$7,247 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | 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 | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | Harold Welter | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5747722300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 E Culver Road | AddressLine1Txt |
| City | Knox | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46534 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Harold Welter | ||||||
| 1403 E Cluver Road | Knox | IN | 46534 | Trustee | 5.00 | $0 |
| Becki Welter | ||||||
| 1403 E Culver Road | Knox | IN | 46534 | Trustee | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,849 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,849 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $9,948 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,174 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,309 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,902 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $59,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,849 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $57,849 | RemainingDistriFromCorpusAmt |
| Total Corpus | $117,182 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $117,182 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,948 | ExcessFromYear4Amt |
| Excess From Year3 | $5,174 | ExcessFromYear3Amt |
| Excess From Year2 | $13,309 | ExcessFromYear2Amt |
| Excess From Year1 | $30,902 | ExcessFromYear1Amt |
| Excess From Current Year | $57,849 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Harold Welter | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Cheryl Lyn Welter Family Charitable | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1403 Culver Road | AddressLine1Txt |
| City | Knox | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 465342114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5747722300 | RecipientPhoneNum |
| Recipient Email Address | HAWelter@yahoo.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Cheryl Lyn Welter Grant Application | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Various, approx 3 times per year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Must be used in education or other not-for-profits for the benefit of underpriveliged children. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Not for profits | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Various | AddressLine1Txt |
| City | Various | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | None | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | for underpriveliged children | GrantOrContributionPurposeTxt |
| Amt | $23,996 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,996 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,306 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $135 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $402 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,865 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,865 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | Earnings on contributions help to grow the endowment |
| 4 | Earnings on contributions help to grow the endowment |
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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advertising | $2,820 | $2,820 | $2,820 | $2,820 |
| Fundraising Fee | $4,037 | $4,037 | $4,037 | $4,037 |
| Marketing Support | $1,498 | $1,498 | $1,498 | $1,498 |
| Meals | $52 | $52 | $52 | $52 |
| Membership Fee | $125 | $125 | $125 | $125 |
| Merchant Fees -First Farmers | $652 | $652 | $652 | $652 |
| Office Signage | $1,069 | $1,069 | $1,069 | $1,069 |
| Postage | $266 | $266 | $266 | $266 |
| Rent | $4,000 | $4,000 | $4,000 | $4,000 |
| Renters Insurance | $543 | $543 | $543 | $543 |
| Supplies | $4,546 | $4,546 | $4,546 | $4,546 |
| US Treasury User Fee Form | $550 | $550 | $550 | $550 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $135 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting | $110 | $110 | $110 | $110 |
| Advisory Fees | $2,291 | $2,291 | $2,291 | $2,291 |
| Consultant Fees | $2,876 | $2,876 | $2,876 | $2,876 |
| Tax Prep | $280 | $280 | $280 | $280 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Payroll | CategoryTxt |
| Amt | $578 | Amt |
| Net Investment Income | $578 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $578 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $578 | DisbursementsCharitablePrpsAmt |