HERBST FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HERBST FAMILY FOUNDATION (EIN 36-4333045)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-28
- IRS object ID
- 202041499349101714
- Schema version
- 2019v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-28T15:14:11-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860360084 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBL CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5470 E Broadway Blvd | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364333045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 3123165085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 N LAKE SHORE DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ARTHUR L HERBST | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2020-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J DEVRIES | PreparerPersonNm |
| PTIN | P00748581 | PTIN |
| Phone | 5208863181 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,140,187 | 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 | $45,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $227 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,463 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,463 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $217,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $98,917 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $434 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $434 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $177,041 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,041 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,993 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,993 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $8 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,989 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $790 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,821 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,796 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,011 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $119,854 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,915 | CashBOYAmt |
| Cash EOY | $91,571 | CashEOYAmt |
| Cash EOYFMV | $91,571 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $120,225 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,806 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,473 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $600 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $1,021,185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,009,232 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,893,479 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $5,604 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,331 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,331 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $797 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,188,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,257,337 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,140,187 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $10,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $31,515 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $47,389 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $41,515 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,389 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,146,887 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,146,887 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,209,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,188,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,257,337 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,146,887 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,380 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,690 | OtherIncreasesAmt |
| Subtotal | $1,209,957 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,209,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $197,999 | $118,698 | $79,301 | $79,301 |
| WESTMINSTER FUND V LP | P | $3 | -$3 | -$3 | |
| WESTMINSTER FUND VI LP | P | $1,098 | $1,098 | $1,098 | |
| WESTMINSTER FUND VIII LP | P | $18,521 | $18,521 | $18,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $98,917 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,688,617 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04748 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $75,385 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,609,622 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04683 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,042 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,406,820 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05334 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,032 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,322,554 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,741 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,287,191 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03864 | DistributionYr5Rt |
| Total Distribution | 0.236983 | TotalDistributionRt |
| Average Distribution | 0.047397 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,930,348 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,493 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,199 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,692 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,199 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,199 | SubtotalAmt |
| Tax Based On Investment Income | $1,199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $872 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $872 | TotalPaymentsAndCreditsAmt |
| Tax Due | $327 | 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 | IL | 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 | DR ARTHUR L HERBST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123165085 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 N LAKE SHORE DRIVE NO 5C | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| DR ARTHUR L HERBST | ||||||
| 4451 N CAMINO SUMO | TUCSON | AZ | 85718 | President | 1.00 | $0 |
| LEE G HERBST | ||||||
| 4451 N CAMINO SUMO | TUCSON | AZ | 85718 | Vice Pres | 1.00 | $0 |
| ARTHUR L HERBST JR | ||||||
| 1816 N LINCOLN PARK W | CHICAGO | IL | 60614 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,759,351 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $200,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,959,744 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,959,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,930,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,199 | TotalTaxAmt |
| Distributable Before Adj | $95,318 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $95,318 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $95,318 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,275 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $102,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,199 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,076 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,318 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $33 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,367 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,400 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,275 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,318 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,957 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,357 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $12,357 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33 | ExcessFromYear4Amt |
| Excess From Year3 | $5,367 | ExcessFromYear3Amt |
| Excess From Current Year | $6,957 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR ARTHUR L HERBST | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA PUBLIC MEDIA | |||||||
| PO BOX 210067 | TUCSON | AZ | 85721 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| ARIZONA THEATRE COMPANY | |||||||
| 343 S SCOTT AVE | TUCSON | AZ | 85701 | NONE | PUBLIC | PROGRAM SUPPORT | $1,750 |
| CHAPIN SCHOOL | |||||||
| 100 E END AVE | NEW YORK | NY | 10028 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PUBLIC | PROGRAM SUPPORT | $3,500 |
| COMPASSION AND CHOICES | |||||||
| 4155 E JEWELL AVE STE 200 | DENVER | CO | 80222 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| EXPERIMENT IN INTERNATIONAL LIVING | |||||||
| 1 KIPLING ROAD | BRATTLEBORO | VT | 05302 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| INVISIBLE THEATER | |||||||
| 1400 N FIRST AVE | TUCSON | AZ | 85719 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACHER DR | CHICAGO | IL | 60606 | NONE | PUBLIC | PROGRAM SUPPORT | $3,500 |
| NATIONAL ACADEMY OF MEDICINE | |||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| PLANNED PARENTHOOD | |||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | PROGRAM SUPPORT | $750 |
| PRESIDENT AND FELLOWS OF HARVARD | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02135 | NONE | PUBLIC | PROGRAM SUPPORT | $8,000 |
| TUCSON SYMPHONY ORCHESTRA | |||||||
| 2175 N SIXTH AVE | TUCSON | AZ | 85705 | NONE | PUBLIC | PROGRAM SUPPORT | $5,000 |
| U OF A FOUNDATION | |||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | NONE | PUBLIC | PROGRAM SUPPORT | $56,350 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT STE 450 | CHICAGO | IL | 60615 | NONE | PUBLIC | PROGRAM SUPPORT | $8,000 |
| WBEz PUBLIC RADIO | |||||||
| 848 E GRAND AVE | CHICAGO | IL | 60611 | NONE | PUBLIC | PROGRAM SUPPORT | $100 |
| WTTW WFMT | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| RADCLIFFE INSTITUTE | |||||||
| 124 MT AUBURN ST | Cambridge | MA | 02138 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| BUCKINGHAM BROWNE NICHOLS FUND | |||||||
| 80 Gerrys Landing Road | Cambridge | MA | 02138 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| U MICHIGAN YELLOW HOUSE SCHOOL | |||||||
| 500 S State St | Ann Arbor | MI | 48109 | NONE | PUBLIC | PROGRAM SUPPORT | $2,000 |
| LATIN SCHOOL OF CHICAGO | |||||||
| 59 W NORTH BOULEVARD | CHICAGO | IL | 60610 | NONE | PC | PROGRAM SUPPORT | $500 |
| AMER ASSOC OBGYN FOUNDATION | |||||||
| 9 NEWPORT DR | FOREST HILL | MD | 21050 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| PHYSICIANS FOR HUMAN RIGHTS | |||||||
| 256 W 38TH 9TH FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| TUCSON FESTIVAL OF BOOKS | |||||||
| 1209 E UNIVERSITY | TUCSON | AZ | 85721 | NONE | PC | PROGRAM SUPPORT | $3,000 |
| MIT FOUNDATION | |||||||
| 600 MEMORIAL DRIVE W98-100 | CAMBRIDGE | MA | 02139 | NONE | PC | PROGRAM SUPPORT | $200 |
| AMERICAN CANCER SOCIETY | |||||||
| 132 W 32ND | NEW YORK | NY | 10001 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| LURIE CHILDREN'S HOSPITAL OF CHICAG | |||||||
| 225 E CHICAGO AVENUE | CHICAGO | IL | 60611 | NONE | PC | PROGRAM SUPPORT | $1,000 |
| UNIVERSITY OF ST ANDREWS AMERICAN F | |||||||
| C/O ALSTON BIRD LLP | ATLANTA | GA | 30309 | NONE | PC | PROGRAM SUPPORT | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,463 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $881 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,917 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $881 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,160 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,041 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ARTHUR AND LEE HERBST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4451 N CAMINO SUMO | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $45,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| EOY Book Value | $797 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FLOW THRU NON-DEDUCTIBLE-WESTMINSTER V | $6 |
| FLOW THRU NON-DEDUCTIBLE-WESTMINSTER VI | $3 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| LICENSES AND FEES | $25 | $25 | |
| MISC | $1 | $1 | |
| OTHER FLOW THROUGH EXP | $1,795 | $1,795 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $434 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $434 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| WESTMINSTER DISTRIBUTIONS PAYABLE | $993 | $39,356 |
| WESTMINSTER FUND V | $26,767 | $7,706 |
| WESTMINSTER FUND VI | $3,755 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $8,993 | Amt |
| Net Investment Income | $8,993 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $790 | $790 |
| INCOME TAXES OWED IN 2019 | $1,199 |