HEERSINK FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HEERSINK FAMILY FOUNDATION (EIN 20-8640992)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201911349349103921
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T16:23:10-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 631035228 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jackson Thornton & Co PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6965 | AddressLine1Txt |
| City | Dothan | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208640992 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Heersink Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEER | BusinessNameControlTxt |
| Phone | 3347932211 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Ross Clark Circle | AddressLine1Txt |
| City | Dothan | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dr Marnix Heersink | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3347932211 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Denese Culbreth | PreparerPersonNm |
| PTIN | P00286802 | PTIN |
| Phone | 3347937001 | PhoneNum |
| Preparation | 2019-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 142.154.130.212 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 11:03:53 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,625 | 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 | $1,032,827 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,218 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,023,608 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,023,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $194 | 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 | $650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,051,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,051,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,052,475 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,051,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $75,547 | CashBOYAmt |
| Cash EOY | $49,625 | CashEOYAmt |
| Cash EOYFMV | $49,625 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $3,750 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $1,000 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $1,000 | RcvblFromOfficersEOYFMVAmt |
| Total Assets BOY | $79,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,625 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $79,297 | RetainedEarningBOYAmt |
| Retained Earning EOY | $50,625 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $50,625 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Vanguard 500 Admiral Fund | D | 2001-09-30 | 2018-09-07 | $202,246 | $203,384 | -$1,138 | -$1,138 |
| DFA Emerging Markets Value | D | 2004-09-08 | 2018-09-07 | $17,294 | $17,244 | $50 | $50 |
| DFA Intl Small Cap Value | D | 2002-12-10 | 2018-09-07 | $47,853 | $48,392 | -$539 | -$539 |
| DFA Intl Small Company | D | 2002-12-10 | 2018-09-07 | $245,545 | $248,433 | -$2,888 | -$2,888 |
| DFA Large Cap Intl | D | 2002-09-06 | 2018-09-07 | $162,062 | $163,584 | -$1,522 | -$1,522 |
| DFA Tax-Managed US Small Cap | D | 2002-07-31 | 2018-09-07 | $250,422 | $252,564 | -$2,142 | -$2,142 |
| DFA Intl Small Company | D | 2002-12-10 | 2018-09-07 | $98,186 | $99,225 | -$1,039 | -$1,039 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$9,218 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $597,235 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $72,268 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 8.264169 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $192,655 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,064 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 5.342031 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $94,407 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,693 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 4.351957 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,636 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,864 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 10.671518 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,508 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 6.552656 | DistributionYr5Rt |
| Total Distribution | 35.182331 | TotalDistributionRt |
| Average Distribution | 7.036466 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $65,844 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $463,309 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $463,311 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,051,800 | 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 | $2 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2 | 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 | 0 | 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 | Dr Marnix Heersink | IndividualWithBooksNm |
| Phone | 3347932211 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 Ross Clark Circle | AddressLine1Txt |
| City | Dothan | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36301 | 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 |
|---|---|---|---|---|---|---|---|---|
| Dr Marnix E Heersink | ||||||||
| 1110 Whatley Drive | Dothan | AL | 36303 | President | 5.00 | $0 | $0 | $0 |
| Mary M Heersink | ||||||||
| 1110 Whatley Drive | Dothan | AL | 36303 | Vice President | 5.00 | $0 | $0 | $0 |
| Sebastian B Heersink | ||||||||
| 1110 Whatley Drive | Dothan | AL | 36303 | Secretary | 5.00 | $0 | $0 | $0 |
| Marius J Heersink | ||||||||
| 1110 Whatley Drive | Dothan | AL | 36303 | Director | 5.00 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,847 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,847 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,003 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,844 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2 | TotalTaxAmt |
| Distributable Before Adj | $3,290 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,290 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,290 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,051,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,051,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,051,798 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,290 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,325 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $189,811 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $93,322 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $190,873 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $593,672 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,123,003 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,051,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,290 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,048,510 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,171,513 | 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 | $55,325 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,116,188 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $189,811 | ExcessFromYear4Amt |
| Excess From Year3 | $93,322 | ExcessFromYear3Amt |
| Excess From Year2 | $190,873 | ExcessFromYear2Amt |
| Excess From Year1 | $593,672 | ExcessFromYear1Amt |
| Excess From Current Year | $1,048,510 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Dr Marnix E Heersink | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Boy Scouts of America | |||||||||||
| 6801 West Main Street | Dothan | AL | 36305 | None | Nonprofit | General Fund | $10,000 | ||||
| The Netherland-America Foundation | |||||||||||
| 505 8th Avenue Suite 12A-05 | New York | NY | 10018 | None | Nonprofit | General Fund | $7,600 | ||||
| Wiregrass Humane Society | |||||||||||
| 255 Jerry Drive | Dothan | AL | 36303 | None | Nonprofit | General Fund | $200 | ||||
| Wiregrass United Way | |||||||||||
| 304 North Foster Street | Dothan | AL | 36303 | None | Nonprofit | General Fund | $6,000 | ||||
| Alabama Shakespeare Festival | |||||||||||
| 1 Festival Drive | Montgomery | AL | 36117 | None | Nonprofit | General Fund | $2,000 | ||||
| Wiregrass Museum of Art | |||||||||||
| 126 Museum Avenue | Dothan | AL | 36303 | None | Nonprofit | General Fund | $1,000 | ||||
| UAB | |||||||||||
| 1720 2nd Avenue South | Birmingham | AL | 35294 | None | Nonprofit | General Fund, Pittman Scholar's Program | $255,000 | ||||
| Friends of McMaster Inc | |||||||||||
| None | Nonprofit | General Fund | $770,000 | 1280 Main Street West OJN 432 | Hamilton | Ontario | CA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,051,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $194 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$9,218 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$9,024 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$9,024 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | Used for the Support of an Education Foundation |
| 8 | Used for the Support of an Education Foundation |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Heersink Investments LLC | ||||||
| 1 | 2800 Ross Clark Circle SW | Dothan | AL | 36301 | $203,384 | Yes (X) |
| Holcan Investments LLC | ||||||
| 2 | 2800 Ross Clark Circle SW | Dothan | AL | 36301 | $248,433 | Yes (X) |
| Holcan Investments LLC | ||||||
| 3 | 2800 Ross Clark Circle SW | Dothan | AL | 36301 | $163,584 | Yes (X) |
| Holcan Investments LLC | ||||||
| 4 | 2800 Ross Clark Circle SW | Dothan | AL | 36301 | $17,244 | Yes (X) |
| Holcan Investments LLC | ||||||
| 5 | 2800 Ross Clark Circle SW | Dothan | AL | 36301 | $99,225 | Yes (X) |
| Holcan Investments LLC | ||||||
| 6 | 2800 Ross Clark Circle SW | Dothan | AL | 36301 | $252,564 | Yes (X) |
| Holcan Investments LLC | ||||||
| 7 | 2800 Ross Clark Circle SW | Dothan | AL | 36301 | $48,393 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 760 Shares of Vanguard 500 Index Admiral | $203,384 | 2018-09-06 |
| 2 | 11,990 shares of DFA International Small | $248,433 | 2018-07-02 |
| 3 | 7,200 shares of DFA International Large | $163,584 | 2018-09-06 |
| 4 | 600 shares of DFA Emerging Mkts Value | $17,244 | 2018-09-06 |
| 5 | 4,900 shares of DFA International Small | $99,225 | 2018-09-06 |
| 6 | 5,200 shares of DFA TM US Small Cap | $252,564 | 2018-09-06 |
| 7 | 2,300 shares of DFA International Small Value | $48,393 | 2018-09-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Fee | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |