ATKINSON-ELLS CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ATKINSON-ELLS CHARITABLE FOUNDATION (EIN 39-1966362)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-02
- IRS object ID
- 202531229349101228
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-02T10:48:59-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593422996 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A By The Number Acctg & Tax Service Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1929 Imperial Golf Course Blvd | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | 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 | 391966362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Atkinson Ells Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATKI | BusinessNameControlTxt |
| Phone | 2397761119 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive APT 140 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ralph Ells | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 2397761119 | PhoneNum |
| Signature | 2025-05-01 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| 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 | David F Wakeland Jr | PreparerPersonNm |
| PTIN | P00106385 | PTIN |
| Phone | 2395969739 | PhoneNum |
| Preparation | 2025-05-02 | 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 | $204,126 | 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 | $150 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $691 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $691 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $691 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,128 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,128 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,128 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | $3,128 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,969 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,819 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,819 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $240 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $240 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $247 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $247 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $247 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $150 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $150 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $150 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $150 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $637 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $637 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,637 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $637 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,182 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,182 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,468 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $1,083 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,083 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $19,717 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,887 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $54,642 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $183,156 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $82,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $75,442 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $204,126 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $82,110 | RetainedEarningBOYAmt |
| Retained Earning EOY | $75,442 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $75,442 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $75,442 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,668 | ExcessRevenueOverExpensesAmt |
| Subtotal | $75,442 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $75,442 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $44 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $44 | SubtotalAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $44 | 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 | VT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | WI | 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 |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | None | WebsiteAddressTxt |
| Individual With Books | Ralph E Ellis | IndividualWithBooksNm |
| Phone | 2397761119 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive Apt 140 | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | 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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2023 | UndistributedIncomePY1Yr |
| 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 |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| David Ells | ||||||
| 3722 W Grace Ave | Mequon | WI | 53092 | Presdient | 000.00 | $0 |
| Jennifer Ells Chow | ||||||
| 9615 N Valley Hill Road | Mequon | WI | 53092 | Secretary | 000.00 | $0 |
| Ralph Ells | ||||||
| 701 Retreat Drive Apt 140 | Naples | FL | 34110 | Treasurer | 000.00 | $0 |
| Madeline Ells | ||||||
| 701 Retreat Drive Apt 140 | Naples | FL | 34110 | Vice President | 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 | Grantors to Various 501(c)(3) organizations that various members of the extended Ellis family are atctive in. See Included Schedule | Description1Txt |
| Expenses1 | $10,000 | 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 | $9,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,296 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,679 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $204,308 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $204,308 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $201,243 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $44 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $44 | TotalTaxAmt |
| Distributable Before Adj | $10,018 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,018 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,018 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,637 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,637 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,018 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,063 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr1 | $1,063 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,063 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,637 | QualifyingDistributionsAmt |
| Applied To Current Year | $10,018 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $619 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,682 | TotalCorpusAmt |
| Taxable2 | $1,063 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,682 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,063 | ExcessFromYear1Amt |
| Excess From Current Year | $619 | ExcessFromCurrentYearAmt |
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 | Any Officer-See Schedule 6A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 Retreat Drive | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | matsyandbudellsfamily.com | RecipientEmailAddressTxt |
| Form And Info And Materials | Letter requesting contribution | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | A family member must be active as a volunterr or supports the charity | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Camp Manitowish | |||||||
| PO Box 246 | Boulder Junction | WI | 54512 | N/A | PC | General YMCA camp | $1,000 |
| The Next Door Founion | |||||||
| 2545 N 29th Street | Milwaukee | WI | 53210 | N/A | PC | Inner City Foundation | $500 |
| Planned Parenthood of Wisconsin | |||||||
| PO Box 510795 | Milwaukee | WI | 53202 | N/A | PC | Social Service Organization | $1,500 |
| Milwaukee Publix Schools Foundation | |||||||
| 234 W Galena Street | Milwaukee | WI | 53212 | N/A | PC | School | $2,000 |
| Notre Dame Middle School | |||||||
| 1420 W Scott street | Milwaukee | WI | 53201 | N/A | PC | School | $1,000 |
| United Methodist Children's Services | |||||||
| 3940 W Lisbon Ave | Milwaukee | WI | 53208 | N/A | PC | Food program for disadvantaged children | $800 |
| University School of Milwaukee | |||||||
| 2100 W Fairy Chasm Rd | River Hills | WI | 53217 | N/A | PC | 5-12 School | $700 |
| Vila Terrace | |||||||
| PO Box 170705 | Milwaukee | WI | 53217 | N/A | PC | Art Museum | $500 |
| Riverstone International school | |||||||
| 5521 E Warm Springs Rd | Boise | ID | 83716 | N/A | PC | School | $1,000 |
| Curative Workshop | |||||||
| 1000 N 92 St | Milwaukee | WI | 53226 | N/A | PC | Rehabilitation | $500 |
| Friends of the Domes | |||||||
| 524 S Layton Blvd | Milwaukee | WI | 53215 | N/A | PC | Horticultre Conservatory | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $691 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,128 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,819 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,819 | 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 |
|---|---|
| 4 | Investment income used to fund grants |
| 5 | Investment Income used to fund grants |
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 | $240 | Amt |
| Net Investment Income | $240 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $240 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $240 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g3 and | FormAndLineReferenceDesc |
| Medium Explanation | Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 200 shares of Arrow Electronics | $4,298 | $22,624 |
| 301 shares of Freeport Copper Gold | $7,914 | $22,875 |
| 100 shares of Hanes Brands | $4,132 | $3,256 |
| 548 shares of JP Morgan Chase Co | $21,503 | $107,390 |
| 180 shares of Zimmer Holdings | $6,120 | $19,013 |
| 200 shares of Verizon | $10,675 | $7,998 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $247 | Amt |
| Net Investment Income | $247 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $247 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $247 | DisbursementsCharitablePrpsAmt |