OXFORD CHARITY AND ADOPTION FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OXFORD CHARITY AND ADOPTION FOUNDATION INC (EIN 20-0159592)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-08-04
- IRS object ID
- 202112169349101021
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-04T16:34:23-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 562602228 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PROFESSIONAL ADVISORY GROUP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13240 EVENING CREEK DR S STE 312 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92128 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200159592 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oxford Adoption Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OXFO | BusinessNameControlTxt |
| Phone | 2394306240 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4309 Crayton Road | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Murray R Wise | PersonNm |
| Person Title | Pres/Director | PersonTitleTxt |
| Signature | 2021-08-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Murray R | PersonFirstNm |
| Person Last | Wise | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jerry C Dressel | PreparerPersonNm |
| PTIN | P00962640 | PTIN |
| Phone | 8589222821 | 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 | 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 | $175,026 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,073 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,073 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,073 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,209 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,209 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,209 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $143,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,883 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $478 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $49,643 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,165 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,282 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,019 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $302 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,717 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $512 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $512 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $814 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $2,717 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $814 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $2,717 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,351 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $565 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,967 | CashBOYAmt |
| Cash EOY | $4,300 | CashEOYAmt |
| Cash EOYFMV | $175,026 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,582 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $75,824 | CorporateStockBOYAmt |
| Corporate Stock EOY | $175,026 | CorporateStockEOYAmt |
| Corporate Bonds BOY | $21,350 | CorporateBondsBOYAmt |
| Other Assets BOY | $48,552 | OtherAssetsBOYAmt |
| Other Assets EOY | $52,220 | OtherAssetsEOYAmt |
| Total Assets BOY | $234,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $243,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $175,026 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $234,145 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $243,127 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $234,145 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $243,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $234,145 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $243,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $234,145 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,982 | ExcessRevenueOverExpensesAmt |
| Subtotal | $243,127 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $243,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 Apple | P | 2018-08-21 | 2020-06-23 | $36,786 | $21,674 | $15,112 | $15,112 |
| 100 Berkshire Hathaway | P | 2018-06-01 | 2020-06-23 | $18,110 | $19,188 | -$1,078 | -$1,078 |
| 4 Framers and Merchants | P | 2009-05-30 | 2020-08-06 | $30,999 | $18,217 | $12,782 | $12,782 |
| 500 Royal Bank of Canada | P | 2009-08-28 | 2020-06-23 | $34,072 | $16,744 | $17,328 | $17,328 |
| 20000 HCA Healthcare | P | 2003-09-19 | 2020-12-09 | $23,090 | $21,351 | $1,739 | $1,739 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,883 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $672 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $672 | SubtotalAmt |
| Tax Based On Investment Income | $672 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $678 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Murray R Wise | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2394306240 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4309 Crayton Road | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Murray R Wise | ||||||
| 4309 Crayton Road | Naples | FL | 34103 | Pres/Director | 2.00 | $0 |
| Valerie G Wise | ||||||
| 4309 Crayton Road | Naples | FL | 34103 | VP/Director | 0.50 | $0 |
| Jamie L Knight | ||||||
| 4309 Crayton Road | Naples | FL | 34103 | Sec/Treasurer | 2.00 | $0 |
| Nancy D Mcpeak | ||||||
| 9566 Gulfshore Dr PH4 | Naples | FL | 34108 | Director | 0.50 | $0 |
| Debbie Klein | ||||||
| 1043 County Road 300E | Seymour | IL | 618759712 | Director | 0.50 | $0 |
| Alex Anderson | ||||||
| 368 Hawser Lane | Naples | FL | 34102 | Director | 0.50 | $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 | The foundation has funded loans to various unrelated individuals and families to assist them with the costs of adopting children from overseas countries. 3 new loans were funded in 2019 at 5,000 each. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Foundation has made contributions to other non profit organizations for beneficial purposes. | Description2Txt |
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) |
|---|---|---|
| Tax Based On Investment Income | $672 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $672 | TotalTaxAmt |
| Distributable Before Adj | $672 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $672 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,130 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $37,130 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $37,130 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $8,592 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $146,810 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,617 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $31,173 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $280,192 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,130 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $37,130 | RemainingDistriFromCorpusAmt |
| Total Corpus | $317,322 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $8,592 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $308,730 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $146,810 | ExcessFromYear4Amt |
| Excess From Year3 | $93,617 | ExcessFromYear3Amt |
| Excess From Year1 | $31,173 | ExcessFromYear1Amt |
| Excess From Current Year | $37,130 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Murray R Wise | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Murray R Wise | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4309 Crayton Road | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2394306240 | RecipientPhoneNum |
| Form And Info And Materials | Applicable request form will be sent to applicants upon request. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | No deadlines | SubmissionDeadlinesTxt |
| Restrictions On Awards | Loans and grants are only for individuals adopting children from overseas countries. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Don Moyer Boys Girls CLub | |||||||
| 201 East Park Street | Champaign | IL | 61820 | None | NA | General Support | $1,000 |
| Drug Free Collier | |||||||
| PO Box 770759 | Naples | FL | 34107 | None | NA | General Support | $1,000 |
| Faith United Methodist Church | |||||||
| 1719 S Prospect Ave | Champaign | IL | 61820 | None | NA | General Support | $100 |
| Moffit Cancer Center | |||||||
| 12902 USF-Magnolia Dr | Tampa | FL | 33612 | None | NA | General Support | $1,000 |
| St Jude Children's Research Hospita | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | None | NA | General Support | $2,000 |
| The Crisis Nursery | |||||||
| 1309 W Hill Street | Urbaba | IL | 61801 | None | NA | General Support | $1,000 |
| Fellowship of Christian Athletes | |||||||
| 1605 S Prospect Ave | Champaign | IL | 61820 | None | NA | General Support | $2,000 |
| Habitant for Humanity of Collier Co | |||||||
| 11145 Tamiami Trail East | Naples | FL | 34113 | None | PC | General Support | $1,000 |
| Shriners Hospitals for Children | |||||||
| 2900 Rocky Point Dr | Tampa | FL | 33607 | None | NA | General Support | $2,000 |
| Youth Stand Strong | |||||||
| 420 Kellog Ave | Ames | IA | 50010 | None | NA | General Support | $1,000 |
| Heartland Museum Foundation | |||||||
| PO Box 652 | Clarion | IA | 50525 | None | PC | General Support | $10,000 |
| The Salvation Army | |||||||
| PO Box 8209 | Naples | FL | 34101 | None | NA | General Support | $1,000 |
| The Salvation Army | |||||||
| 502 N Prospect Ave | Champaign | IL | 61820 | None | NA | General Support | $1,000 |
| United Way of Collier County | |||||||
| 9015 Strada Stell Court Ste 204 | Naples | FL | 34109 | None | NA | General Support | $1,000 |
| United Way of Champaign County | |||||||
| 404 West Church St | Champaign | IL | 61820 | None | NA | General Support | $2,000 |
| Stephens Family YMCA | |||||||
| 2501 Fields South Drive | Champaign | IL | 61822 | None | NA | Capital Funding for Building | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adoption Loan interest | Desc |
| Related Or Exempt Function Incm | $478 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,073 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,209 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,883 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,282 | ExclusionAmt |
| Related Or Exempt Function Incm | $46,361 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,643 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | FOUNDATION FUNDS LOANS TO INDIVIDUALS TO ASSIST THEM WITH THE COSTS OF ADOPTING CHILDREN FROM OVERSEAS COUNTRIES. THESE LOANS ARE AT A FAVORABLE INTEREST RATE AND THE ABOVE REPORTED INCOME IS INTEREST EARNED ON THESE ADOPTION RELATED LOANS DURING THE YEAR. | RelationshipStatementTxt |
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) |
|---|---|---|
| Amt | $3,019 | Amt |
| Net Investment Income | $302 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,717 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adoption Loans | Desc |
| BOY Book Value | $48,552 | BOYBookValueAmt |
| EOY Book Value | $52,220 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fees | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $30 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adoption Loan interest | Desc |
| Revenue And Expenses Per Books | $478 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax Withheld on Dividends | $157 | $157 |
| Prior Year Tax On Investment income | $355 | $355 |