WEND II INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WEND II INC (EIN 82-3592173)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-01
- IRS object ID
- 202012759349100401
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-01T08:29:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | 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 | 823592173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEND II INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KARI HARRIS | InCareOfNm |
| Business Name Control | WEND | BusinessNameControlTxt |
| Phone | 4794641570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT A SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4794641570 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENT C CROUCH | PreparerPersonNm |
| PTIN | P00810750 | PTIN |
| Phone | 4794641500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.187.134.59 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 71504120202755000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-10-01 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C5CE2CB6658C0656BD6A6450AE8954D5EA3DB667 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C5CE2CB6658C0656BD6A6450AE8954D5EA3DB667 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,245,764 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,655,889 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,655,889 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $1,655,889 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,655,889 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $375,145 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $373,895 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $280 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $390,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $374,175 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,551,187 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,551,187 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $23,941,612 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $23,925,362 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,285,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,654,639 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,295 | CashBOYAmt |
| Cash EOY | $119,933 | CashEOYAmt |
| Cash EOYFMV | $119,933 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $87,348,057 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $65,033,712 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $65,033,712 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $92,119 | AcctRcvblAmt |
| Acct Rcvbl BOY | $108,135 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $92,119 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $92,119 | AcctRcvblEOYFMVAmt |
| Total Assets BOY | $87,531,487 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,245,764 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,245,764 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $87,531,487 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,245,764 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,531,487 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,245,764 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,531,487 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,245,764 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,531,487 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,285,723 | ExcessRevenueOverExpensesAmt |
| Subtotal | $65,245,764 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $65,245,764 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,416,763 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $63,947,439 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053431 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,868,967 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Total Distribution | 0.053431 | TotalDistributionRt |
| Average Distribution | 0.026716 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $79,187,524 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,115,574 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,546 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,132,120 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $23,925,362 | 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 | $16,546 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,546 | SubtotalAmt |
| Tax Based On Investment Income | $16,546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,308 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,308 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,762 | OverpaymentAmt |
| Applied To ES Tax | $6,762 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARI HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4794641570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2030 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (2 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 M Walton | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Director; President | 2.0 | $0 | $0 | $0 |
| Robert A Smith | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Treasurer | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARTEMIS STRATEGY GROUP | |||||
| 1100 VERMONT AVENUE NW 200 | WASHINGTON | DC | 20005 | CONSULTING | $251,196 |
| NEIMAND COLLABORATIVE INC | |||||
| 1100 VERMONT AVENUE NW 200 | WASHINGTON | DC | 20005 | CONSULTING | $83,197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,393,425 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $80,393,425 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $80,393,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,205,901 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $79,187,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,959,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,959,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,546 | TotalTaxAmt |
| Distributable Before Adj | $3,942,830 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,942,830 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,942,830 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $23,925,362 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $23,925,362 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,546 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $23,908,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,942,830 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,799,327 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,799,327 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $23,925,362 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $3,942,830 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,982,532 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,781,859 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $21,781,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,799,327 | ExcessFromYear1Amt |
| Excess From Current Year | $19,982,532 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES M WALTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 7 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT 7 | GrantOrContributionPurposeTxt |
| Amt | $23,551,187 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,551,187 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,655,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Div And Int From Sec Part VII | DivAndIntFromSecPartVIIGrp | |
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,655,889 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,655,889 | 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 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GREAT WORK EDUCATIONAL HOLDINGS INC | |||||||||||||||
| PO BOX 140931 | EDGEWATER | CO | 80214 | 2019-12-20 | $6,688,656 | SUPPORT EXPANSION OF FACILITIES FOR MONTESSORI SCHOOLS | $6,688,656 | NO | JUNE 26, 2020 | 2020-06-23 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| FLAMBOYAN FOUNDATION INC | |||||||||||||||
| 1730 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | 2019-04-12 | $250,000 | ENSURE EVERY CHILD IN US AND PR RECEIVE AN OUTSTANDING EDUCATION | $250,000 | NO | JUNE 1, 2020 | 2020-06-01 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| ASSOCIATION MONTESSORI INTERATIONALE | |||||||||||||||
| $250,000 | SUPPORT THE NEW NAMI MONTESSORI CORE PRINCIPLES CERTIFICATE COURSE | $100,291 | NO | JUNE 3, 2020 | 2020-06-03 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | KONINGINNEWEG 161 | AMSTERDAM | NL | 1075 CN | |||||
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| DE CORPORATE FILING FEE | $25 | $25 |
| CORPORATE AGENT FEE | $255 | $255 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $1,250 | $1,250 | |
| CONSULTING FEES | $365,893 | $365,893 | |
| MANAGEMENT FEE | $8,002 | $8,002 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $15,000 | Amt |