SIA FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SIA FOUNDATION INC (EIN 35-2033162)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-31
- IRS object ID
- 202230909349100108
- Schema version
- 2021v4.2
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-31T09:17:17-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352033162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID RAUSCH | InCareOfNm |
| Business Name Control | SIAF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6470 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47903 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Rausch | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 7654491111 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Rausch | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,212,297 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,044 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,044 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $71,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,322 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $390,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,136,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $374,608 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $16,059 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $467,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $450,974 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,059 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $67,115 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,115 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,000 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $4,000 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $744 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $186 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $558 | PrintingAndPubDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,301 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,558 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $321,969 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $321,969 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $393,828 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,301 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $326,527 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $73,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $383,673 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,059 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1,148 | CashBOYAmt |
| Cash EOY | $690 | CashEOYAmt |
| Cash EOYFMV | $690 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $140,802 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $199,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $199,000 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $278,167 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $273,852 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $273,162 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,835,792 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,876,545 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,609,732 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $151,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $128,044 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $129,713 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,404,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,478,131 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,212,297 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $150 | GrantsPayableBOYAmt |
| Grants Payable EOY | $350 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $150 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $350 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,404,577 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,477,781 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,404,577 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,477,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,404,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,478,131 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,404,577 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $73,204 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,477,781 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,477,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SEE PART IV SCHEDULE | PropertyDesc |
| Gross Sales Price | $1,136,015 | GrossSalesPriceAmt |
| Cost Or Other Basis | $761,407 | CostOrOtherBasisAmt |
| Gain Or Loss | $374,608 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $374,608 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $374,608 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $16,059 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,333 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,333 | SubtotalAmt |
| Tax Based On Investment Income | $5,333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,872 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,872 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,539 | OverpaymentAmt |
| Applied To ES Tax | $1,539 | 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 | IN | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID RAUSCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7654496216 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 STATE ROAD 38 EAST | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47905 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| David Rausch | ||||||||
| PO BOX 6470 | LAFAYETTE | IN | 47903 | Director | 0 | $0 | $0 | $0 |
| Thomas Vernon Easterday | ||||||||
| PO BOX 6470 | LAFAYETTE | IN | 47903 | Director | 0 | $0 | $0 | $0 |
| Douglas Robert Meyer | ||||||||
| PO BOX 6470 | LAFAYETTE | IN | 47903 | Director | 0 | $0 | $0 | $0 |
| Edward Wulbrect | ||||||||
| PO BOX 6470 | LAFAYETTE | IN | 47903 | Director | 0 | $0 | $0 | $0 |
| Julie Cole | ||||||||
| PO BOX 6470 | LAFAYETTE | IN | 47903 | Director | 0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wells FargoFinancial Advisor | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wacker Drive | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | 0 | ServiceTypeTxt |
| Compensation | $67,115 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GIFTS AND GRANTS | Description1Txt |
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 | $5,906,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $197,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,104,412 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,104,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,566 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,012,846 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,333 | TotalTaxAmt |
| Distributable Before Adj | $295,309 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $295,309 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $295,309 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $326,527 | 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 | $326,527 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $295,309 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $23,698 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,077 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,758 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,533 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $326,527 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $295,309 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,218 | RemainingDistriFromCorpusAmt |
| Total Corpus | $73,751 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $73,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,698 | ExcessFromYear4Amt |
| Excess From Year2 | $12,077 | ExcessFromYear2Amt |
| Excess From Year1 | $6,758 | ExcessFromYear1Amt |
| Excess From Current Year | $31,218 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIA FOUNDATION INC | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6470 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7654496565 | RecipientPhoneNum |
| Form And Info And Materials | SIA Foundation Grant Application Form required plus copy of IRS determination letter for exempt status. Description of capital project, who will benefit from project. Amount of request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Applications accepted January 1 to March 31, and July 1 to September 30th. | SubmissionDeadlinesTxt |
| Restrictions On Awards | Applying organization must be tax exempt, Education institution or Indiana Governmental Entity. Request must be for $1,000 to $15,000. Funding must be used for investment in facilities, equipment or real estate (non-operational funding). | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Statement 10 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS - See Statement 10 | AddressLine1Txt |
| City | Lafayette | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Purchase or construction of property | GrantOrContributionPurposeTxt |
| Amt | $321,969 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $321,969 | 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 | $5,044 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,322 | 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 | $374,607 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTION | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $467,032 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $467,032 | 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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | Wells FargoFinancial Advisor | ContractorPersonNm |
| Explanation | FINANCIAL ADVISOR | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $67,115 | Amt |
| Net Investment Income | $67,115 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FOREIGN TAX CREDIT | ||
| FEDERAL TAX PAID | $4,000 | $4,000 |