WAYNE L LAUFER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE L LAUFER CHARITABLE FOUNDATION INC (EIN 26-3246955)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202241339349102859
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-13T11:41:02-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cade Much & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12001 N Central Expy Ste 1150 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263246955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE L LAUFER CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O CUMMINGS & LOCKWOOD LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WAYNE L LAUFER | InCareOfNm |
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 2399478811 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 HEALTH CENTER BLVD Suite 300 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE LAUFER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2399478811 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WAYNE | PersonFirstNm |
| Person Last | LAUFER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00164079 | PTIN |
| Phone | 9729600300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $402,664 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,830 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$130,412 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $145,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$101,537 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,875 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $27,036 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,277 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,759 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,346 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,254 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $940 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $314 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,636 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,073 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,636 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,073 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$306,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,411 | CashBOYAmt |
| Cash EOY | $5,640 | CashEOYAmt |
| Cash EOYFMV | $5,640 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,240 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,240 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $582,515 | CorporateStockBOYAmt |
| Corporate Stock EOY | $307,040 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $384,784 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $631,093 | TotalAssetsBOYAmt |
| Total Assets EOY | $324,920 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $402,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $631,093 | RetainedEarningBOYAmt |
| Retained Earning EOY | $324,920 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $631,093 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $324,920 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $631,093 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $324,920 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $631,093 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$306,173 | ExcessRevenueOverExpensesAmt |
| Subtotal | $324,920 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $324,920 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,169 SH EXXON MOBIL | 2017-02-22 | 2020-07-29 | $51,242 | $95,022 | -$43,780 | -$43,780 |
| 2,220 SH EXXON MOBIL | 2017-02-22 | 2020-12-15 | $93,820 | $180,452 | -$86,632 | -$86,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$130,412 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $106 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $106 | SubtotalAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,166 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $4,166 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,060 | OverpaymentAmt |
| Applied To ES Tax | $4,060 | 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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE L LAUFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2399478811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 HEALTH CENTER BOULEVARD STE 3 | AddressLine1Txt |
| City | BONITA SPRINGS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WAYNE L LAUFER | ||||||||
| 8000 HEALTH CENTER BLVD | BONITA SPRINGS | FL | 34135 | PRESIDENT; DIRECTOR | 1.0 | $0 | $0 | $0 |
| BRADLEY W LAUFER | ||||||||
| 8000 HEALTH CENTER BLVD | BONITA SPRINGS | FL | 34135 | VICE PRESIDENT; DIRECTOR | 0.25 | $0 | $0 | $0 |
| GAYLE M LAUFER | ||||||||
| 8000 HEALTH CENTER BLVD | BONITA SPRINGS | FL | 34135 | SECRETARY; TREASURER; DIRECTOR | 1.0 | $0 | $0 | $0 |
| BRANDIE L ETTINGER | ||||||||
| 8000 HEALTH CENTER BLVD | BONITA SPRINGS | FL | 34135 | DIRECTOR | 0.25 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | 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 | $353,150 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,890 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $373,040 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $373,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,596 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $367,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,372 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,372 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $106 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $106 | TotalTaxAmt |
| Distributable Before Adj | $18,266 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,266 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,266 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,073 | 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 | $181,073 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $181,073 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,266 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $296,605 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $191,888 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $157,025 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $188,640 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $176,811 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,010,969 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $181,073 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $18,266 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $162,807 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,173,776 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $296,605 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $877,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $191,888 | ExcessFromYear4Amt |
| Excess From Year3 | $157,025 | ExcessFromYear3Amt |
| Excess From Year2 | $188,640 | ExcessFromYear2Amt |
| Excess From Year1 | $176,811 | ExcessFromYear1Amt |
| Excess From Current Year | $162,807 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WAYNE L LAUFER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| MISSOURI UNIVERSITY OF SCIENCE AND TECHNOLOGY | ||||||||
| G-1 PARKER HALL | 300 WEST 13TH STREET | ROLLA | MO | 65409 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $30,000 |
| UNIVERSITY OF ILLINOIS | ||||||||
| ATTN OUTSIDE AWARDS | 620 EAST JOHN ST MC-303 | CHAMPAIGN | IL | 618205712 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $33,000 |
| UNIVERSITY OF ALABAMA | ||||||||
| MS HELEN ALLEN STUDENT FINANCIAL | PO BOX 870162 | TUSCALOOSA | AL | 35487 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $10,000 |
| SAINT LOUIS UNIVERSITY | ||||||||
| OFFICE OF STUDENT FIN AID DU BOURG | ONE GRAND BLVD | SAINT LOUIS | MO | 63103 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $28,000 |
| GEORGIA INSTITUTE OF TECHNOLOGY | ||||||||
| 225 NORTH AVENUE NW | ATLANTA | GA | 303320460 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $20,000 | |
| ROSE-HULMAN INSTITUTE OF TECH | ||||||||
| 5500 WABASH AVE | TERRE HAUTE | IN | 47803 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $12,000 | |
| UNIVERSITY OF MISSOURI | ||||||||
| ROBIN A POSEY STUDENT FIN AID OF | 11 JESSE HALL | COLUMBIA | MO | 65211 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $16,000 |
| UNIVERSITY OF WISCONSIS-MADISON | ||||||||
| 333 EAST CAMPUS MALL 10501 | MADISON | WI | 537151383 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $12,000 | |
| INDIANA UNIVERSITY-PURDUE UNIV INDIANAPOLIS | ||||||||
| OFFICE OF STUDENT SCHLORSHIPS | PO BOX 6035 | INDIANAPOLIS | IN | 462066035 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $5,000 |
| SOUTHERN ILLINOIS UNIVERSITY EDWARDSVILLE | ||||||||
| SIUE FINANCIAL AID | 2308 RENDLEMAN HALL | EDWARDSVILLE | IL | 520261060 | NONE | PC | EDUCATIONAL ASSISTANCE GRANTS | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,000 | 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 | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,830 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$130,412 | 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 | -$101,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$101,537 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $27,036 | Amt |
| Net Investment Income | $20,277 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,759 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXXON MOBIL | $0 | $0 |
| ENBRIDGE, INC. | $307,040 | $384,784 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE AND SUPPLIES | $691 | $518 | $173 |
| PROCESSING FEE | $75 | $56 | $19 |
| DUES AND SUBSCRIPTIONS | $488 | $366 | $122 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SPECTRA ENERGY PARTNERS, L.P. | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FOREIGN TAX CREDITS-NET OF | |
| INCOME TAX REFUND OF (1,399) | $2,346 |