THE WILLOW POND FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE WILLOW POND FOUNDATION (EIN 72-6245160)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-09-23
- IRS object ID
- 202502669349100725
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-23T17:22:07-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 630967991 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBCM PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 230250 | AddressLine1Txt |
| City | MONTGOMERY | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 361230250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 726245160 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLOW POND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 3342131611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 WILLOW POND | AddressLine1Txt |
| City | FITZPATRICK | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 360295204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E KLINGLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3342131611 | PhoneNum |
| Signature | 2025-09-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R CRUMPTON CPA | PreparerPersonNm |
| PTIN | P00060435 | PTIN |
| Phone | 3342444100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $434,610 | 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 |
| Dividends Rev And Expnss | $3,229 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,229 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,600 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,528 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,757 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,796 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $270 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,066 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,266 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,266 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,266 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,575 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,757 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,380 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,463 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,463 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $247,983 | CorporateStockBOYAmt |
| Corporate Stock EOY | $282,325 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $418,147 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $300,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $298,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $434,610 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $300,363 | RetainedEarningBOYAmt |
| Retained Earning EOY | $298,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $300,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $298,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $300,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $298,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $300,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,575 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $298,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $298,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 150 SHARES WEATHERFORD INTL PLC NEW | P | 2022-11-01 | 2024-07-29 | $17,285 | $6,286 | $10,999 | $10,999 |
| 250 SHARES VANECK JR GOLD MINERS ETF | P | 2023-01-06 | 2024-11-08 | $12,320 | $9,877 | $2,443 | $2,443 |
| 33 SHARES SPDR SERIES TRUST S&P BIOTECH ETF | P | 2022-11-01 | 2025-11-19 | $3,030 | $2,750 | $280 | $280 |
| 40 SHARES FIRST TRUST CAP STRENGTH ETF | P | 2018-11-01 | 2025-11-25 | $3,693 | $2,088 | $1,605 | $1,605 |
| 24 SHARES FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | P | 2017-01-03 | 2024-12-16 | $1,467 | $561 | $906 | $906 |
| 500 SHARES TRINITY INDUSTRIES INC | P | 2024-07-29 | 2025-04-01 | $13,805 | $16,510 | -$2,705 | -$2,705 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,528 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $233 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAMES E KLINGLER | IndividualWithBooksNm |
| Phone | 3342131611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 WILLOW POND | AddressLine1Txt |
| City | FITZPATRICK | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 360295204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES E KLINGLER | ||||||||
| 240 WILLOW POND | FITZPATRICK | AL | 360295204 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JANE W KLINGLER | ||||||||
| 240 WILLOW POND | FITZPATRICK | AL | 360295204 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| JAMES E KLINGLER JR | ||||||||
| 240 WILLOW POND | FITZPATRICK | AL | 360295204 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LUCIE K BRITTAIN | ||||||||
| 240 WILLOW POND | FITZPATRICK | AL | 360295204 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $417,653 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,754 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $434,407 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $434,407 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $427,891 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,395 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,395 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $233 | TotalTaxAmt |
| Distributable Before Adj | $21,162 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,162 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,162 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,266 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,266 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,162 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,919 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,416 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $33,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,266 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $15,266 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $5,896 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,896 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $27,439 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $12,023 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,416 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES E KLINGLER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALABAMA FIELD TRIAL ASSOCIATION | |||||||
| 64 N UNION ST STE 599 | MONTGOMERY | AL | 36130 | N/A | CHARITABLE | CHARITABLE PURPOSES WITHIN MEANING OF CODE SEC (C) | $150 |
| BRUNDIDGE ROTARY CLUB | |||||||
| 2900 SANFORD ST | BRUNDIDGE | AL | 36010 | N/A | CHARITABLE | CHARITABLE PURPOSES WITHIN MEANING OF CODE SEC (C) | $300 |
| ELLA RICHARDSON FINE ART | |||||||
| 58 BROAD ST | CHARLESTON | SC | 29401 | N/A | CHARITABLE | CHARITABLE PURPOSES WITHIN MEANING OF CODE SEC (C) | $7,600 |
| FRIEDREICH'S ATAXIA RESEARCH ALLIANCE (FARA) | |||||||
| 533 W UWCHLAN AVE | DOWNINGTOWN | PA | 19335 | N/A | CHARITABLE | CHARITABLE PURPOSES WITHIN MEANING OF CODE SEC (C) | $250 |
| MONTGOMERY ACADEMY | |||||||
| 3240 VAUGHN ROAD | MONTGOMERY | AL | 36106 | N/A | CHARITABLE | CHARITABLE PURPOSES WITHIN MEANING OF CODE SEC (C) | $5,000 |
| NATIONAL RIFLE ASSOCIATION | |||||||
| 11250 WAPLES MILL RD | FAIRFAX | VA | 22030 | N/A | CHARITABLE | CHARITABLE PURPOSES WITHIN MEANING OF CODE SEC (C) | $66 |
| PANAMA CITY RESCUE MISSION | |||||||
| PO BOX 2359 | PANAMA CITY | FL | 32402 | N/A | CHARITABLE | CHARITABLE PURPOSES WITHIN MEANING OF CODE SEC (C) | $500 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | N/A | CHARITABLE | CHARITABLE PURPOSES WITHIN MEANING OF CODE SEC (C) | $100 |
| VENISON PROVISIONS | |||||||
| 1884 COUNTY ROAD 6 | SHORTER | AL | 36075 | N/A | CHARITABLE | CHARITABLE PURPOSES WITHIN MEANING OF CODE SEC (C) | $1,050 |
| WOUNDED WARRIORS PROJECT | |||||||
| 4899 BELFORD RD STE 30 | JACKSONVILLE | AL | 32256 | N/A | CHARITABLE | CHARITABLE PURPOSES WITHIN MEANING OF CODE SEC (C) | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,266 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,229 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,757 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,757 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,796 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST TRUST DORSEY WRIGHT FOCUS | $85,985 | $169,543 |
| FIRST TRUST CAP STRENGTH | $49,695 | $67,713 |
| SPDR SERIES TRUST S&P BIOTECH | $27,348 | $27,118 |
| MASTERCARD INC | $43,654 | $75,862 |
| ISHARES RUSSELL 2000 VALUE | $29,181 | $29,974 |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $36,141 | $35,280 |
| SPDR S&P AEROSPACE & DEFENSE ETF | $10,321 | $12,657 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $270 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |