OXFORD CHARITY AND ADOPTION FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OXFORD CHARITY AND ADOPTION FOUNDATION INC (EIN 20-0159592)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-10
- IRS object ID
- 202042239349100014
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-10T10:46:06-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 921284105 | 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 | 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 | 2020-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Emidio J DelConte | PreparerPersonNm |
| PTIN | P00645718 | PTIN |
| Phone | 8589222821 | 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 | $291,631 | 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 | $2,646 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,646 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,646 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,421 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,421 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,758 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,758 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,232 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $20,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,825 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,067 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,140 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $614 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,526 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $516 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $686 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $61 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $625 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,130 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,587 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,130 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,587 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,285 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,695 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $480 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,593 | CashBOYAmt |
| Cash EOY | $58,967 | CashEOYAmt |
| Cash EOYFMV | $58,967 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $77,394 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,452 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,452 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $89,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $75,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $130,860 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $21,350 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $21,350 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,800 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $51,367 | OtherAssetsBOYAmt |
| Other Assets EOY | $48,552 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $48,552 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $267,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $234,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $291,631 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Additional Paid In Capital BOY | $267,342 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $234,145 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $267,342 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $234,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $267,342 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $234,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $267,342 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,285 | ExcessRevenueOverExpensesAmt |
| Other Increases | $88 | OtherIncreasesAmt |
| Subtotal | $234,145 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $234,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 500 Bk of Nova Scotia Stock | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2009-04-29 | AcquiredDt |
| Sold | 2019-07-19 | SoldDt |
| Gross Sales Price | $26,572 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,814 | CostOrOtherBasisAmt |
| Gain Or Loss | $12,758 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,758 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,758 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,687 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $264,362 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03286 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,568 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $280,905 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.38293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,734 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $341,436 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.47955 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $35,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $396,926 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08818 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,290 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $394,134 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04894 | DistributionYr5Rt |
| Total Distribution | 1.032460 | TotalDistributionRt |
| Average Distribution | 0.206492 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $316,114 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $65,275 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $177 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $65,452 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,625 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $354 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $354 | SubtotalAmt |
| Tax Based On Investment Income | $354 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $354 | 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 | $625 | Expenses1Amt |
| Description2 | Foundation has made contributions to other non profit organizations for beneficial purposes. | Description2Txt |
| Expenses2 | $46,000 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $158,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $49,960 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $320,928 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $320,928 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,814 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $316,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $354 | TotalTaxAmt |
| Distributable Before Adj | $15,452 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,452 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,452 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,625 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $46,625 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $46,625 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,452 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $8,592 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $146,810 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,617 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $249,019 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $46,625 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,452 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,173 | RemainingDistriFromCorpusAmt |
| Total Corpus | $280,192 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $280,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,592 | ExcessFromYear4Amt |
| Excess From Year3 | $146,810 | ExcessFromYear3Amt |
| Excess From Year2 | $93,617 | ExcessFromYear2Amt |
| Excess From Current Year | $31,173 | 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 (18 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 | $1,000 |
| 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 |
| Stephens Family YMCA | |||||||
| 2501 Fields South Drive | Champaign | IL | 61822 | None | NA | Capital Campaign for Building | $10,000 |
| 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 |
| Holmes Christmas Club | |||||||
| 205 14th Ave SW | Clarion | IA | 50525 | None | NA | General Support | $3,000 |
| Iowa State University Foundation | |||||||
| ISU Alumni Center 420 Beach Ave | Ames | IA | 50011 | None | PC | Endowment Funds | $5,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,000 | 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 | $1,232 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,646 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,758 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,825 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,232 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,057 | 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) |
|---|---|---|
| Category | Tax Preparation fees | CategoryTxt |
| Amt | $6,140 | Amt |
| Net Investment Income | $614 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,526 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HCA Healthcare | BondNm |
| EOY Book Value | $21,350 | EOYBookValueAmt |
| EOYFMV | $23,800 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Bank of Nova Scotia | ||
| Farmers & Merchants Bank | $18,218 | $39,245 |
| Royal Bank Of Canada | $16,744 | $39,600 |
| Apple | $21,674 | $29,365 |
| Berkshire Hathaway | $19,188 | $22,650 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adoption Loans | Desc |
| BOY Book Value | $51,367 | BOYBookValueAmt |
| EOY Book Value | $48,552 | EOYBookValueAmt |
| EOYFMV | $48,552 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Bad Debt - Adoption Loan | $595 | $595 | |
| Bank Fees | $30 | $30 | |
| Filing Fees | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adoption Loan interest | Desc |
| Revenue And Expenses Per Books | $1,232 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Schwab Amortization of Bond Premium | Desc |
| Amt | $88 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax Withheld on Dividends | $376 | $376 |
| Prior Year Tax On Investment income | $140 | $140 |