DE BEDOUT FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DE BEDOUT FAMILY CHARITABLE FOUNDATION INC (EIN 46-1599564)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202023189349100732
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T08:49:56-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580662558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK ASKEW & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3740 DAVINCI COURT SUITE 400 | AddressLine1Txt |
| City | PEACHTREE CORNERS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | 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 | 461599564 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DE BEDOUT FAMILY CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEBE | BusinessNameControlTxt |
| Phone | 4048853344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3435 KINGSBORO ROAD 804 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUAN E DE BEDOUT | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Signature | 2020-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA J DAVIS | PreparerPersonNm |
| PTIN | P00662840 | PTIN |
| Phone | 7702460793 | PhoneNum |
| Preparation | 2020-11-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.63.132.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 08:49:56 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AEFDDD11C4008CD88C906382306E3D812CA05749 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AEFDDD11C4008CD88C906382306E3D812CA05749 | 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 | $2,018,850 | 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 | $10,340 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,340 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,242 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,242 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,740 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $260,063 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,661 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $49,322 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,243 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $18,492 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,492 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $992 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $278 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,815 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $24,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,520 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $160,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,520 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,723 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,068 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,147 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,147 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,192,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,173,306 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,655,858 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $416,788 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $353,122 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $357,845 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,643,052 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,531,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,018,850 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,643,052 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,531,575 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,643,052 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,643,052 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,531,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,643,052 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,477 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,531,575 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,531,575 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $34,509 | $34,238 | $271 | $271 |
| PUBLICLY TRADED SECURITIES | P | $225,554 | $210,164 | $15,390 | $15,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,661 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $271 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,904,796 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064679 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $181,656 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,095,615 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.165803 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $853,211 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.128925 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $259,234 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $578,736 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.447931 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $70,589 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $515,274 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.136993 | DistributionYr5Rt |
| Total Distribution | 0.944331 | TotalDistributionRt |
| Average Distribution | 0.188866 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,884,477 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $355,914 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $327 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $356,241 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $136,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $654 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $654 | SubtotalAmt |
| Tax Based On Investment Income | $654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,718 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,718 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,064 | OverpaymentAmt |
| Applied To ES Tax | $7,064 | 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 | GA | 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 | MORGAN STANLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4043653532 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3455 PEACHTREE RD SUITE 1400 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30326 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JUAN E DE BEDOUT | ||||||||
| 3435 KINGSBORO RD 804 | ATLANTA | GA | 30326 | CHAIRMAN | 3.00 | $0 | $0 | $0 |
| BERTA ELENA DE BEDOUT DE VELASQUEZ | ||||||||
| 3435 KINGSBORO RD 804 | ATLANTA | GA | 30326 | VICE CHAIRMA | 0.50 | $0 | $0 | $0 |
| JUAN N DE BEDOUT | ||||||||
| 3435 KINGSBORO RD 804 | ATLANTA | GA | 30326 | TREASURER | 0.50 | $0 | $0 | $0 |
| JUAN M DE BEDOUT | ||||||||
| 3435 KINGSBORO RD 804 | ATLANTA | GA | 30326 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JUAN D VELASQUEZ | ||||||||
| 3435 KINGSBORO RD 804 | ATLANTA | GA | 30326 | DIRECTOR | 0.50 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,898,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,913,175 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,913,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,884,477 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $94,224 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $94,224 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $654 | TotalTaxAmt |
| Distributable Before Adj | $93,570 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,570 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,570 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $136,750 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $136,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,570 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $44,630 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $236,829 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,843 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $143,563 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $521,539 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $136,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $93,570 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,180 | RemainingDistriFromCorpusAmt |
| Total Corpus | $564,719 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $44,630 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $520,089 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $236,829 | ExcessFromYear4Amt |
| Excess From Year3 | $67,843 | ExcessFromYear3Amt |
| Excess From Year2 | $143,563 | ExcessFromYear2Amt |
| Excess From Year1 | $28,674 | ExcessFromYear1Amt |
| Excess From Current Year | $43,180 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JUAN E DE BEDOUT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PURDUE RESEARCH FOUNDATION | |||||||
| 403 W WOOD STREET | WEST LAFAYETTE | IN | 47907 | 501 (C) (3) | EXEMPT | GENERAL | $89,000 |
| OUR LADY AMERICAS CATHOLIC | |||||||
| 4603 LAWRENCEVILLE HWY | LILBURN | GA | 30047 | 501 (C) (3) | EXEMPT | GENERAL | $7,500 |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAYFAYETTE | IN | 47907 | 501 (C) (3) | EXEMPT | GENERAL | $40,000 |
| ST DAVID'S SCHOOL | |||||||
| 3400 WHITE OAK RD | RALEIGH | NC | 27609 | 501 (C) (3) | EXEMPT | GENERAL | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,340 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,242 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,740 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $49,322 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,322 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE FIXED INCOME | BondNm |
| EOY Book Value | $353,122 | EOYBookValueAmt |
| EOYFMV | $357,845 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $1,117,561 | $1,600,113 |
| MUTUAL FUNDS | $55,745 | $55,745 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| MISCELLANEOUS EXPENSE | $1,815 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEE | CategoryTxt |
| Amt | $18,492 | Amt |
| Net Investment Income | $18,492 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $278 | $278 |
| FEDERAL TAXES | $714 |