WHEAT FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WHEAT FOUNDATION INC (EIN 20-1416734)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201911359349100941
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T10:41:07-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 455600165 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Chepul CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1221 LARKRIDGE COURT | AddressLine1Txt |
| City | WAXHAW | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28173 | 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 | 201416734 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Wheat Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHEA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 Mapesbury Lane | AddressLine1Txt |
| City | Waxhaw | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 281736855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jason M Beckert | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7043623328 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John T Chepul | PreparerPersonNm |
| PTIN | P01258586 | PTIN |
| Phone | 7042567118 | PhoneNum |
| Preparation | 2019-05-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.171.140.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-15 | IPDt |
| IP Tm | 10:42:34 | IPTm |
| Federal Original Submission Id | 6949602019135f0vjryz | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4A1F00C9312EA35CF4549CAB773ED401B5FE9F21 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4A1F00C9312EA35CF4549CAB773ED401B5FE9F21 | 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 | $112,784 | 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 | $8,290 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,372 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,372 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,372 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,276 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,376 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,276 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,648 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,372 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $525 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $267 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $267 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $65 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $65 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $65 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $857 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $857 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $857 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,081 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,058 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,515 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,561 | CashBOYAmt |
| Cash EOY | $20,256 | CashEOYAmt |
| Cash EOYFMV | $20,256 | CashEOYFMVAmt |
| Corporate Stock BOY | $65,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $57,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $92,528 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,000 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Total Assets BOY | $68,047 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,031 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,784 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $68,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $78,031 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $68,047 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,031 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $68,047 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,031 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $68,047 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,081 | ExcessRevenueOverExpensesAmt |
| Subtotal | $79,128 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $79,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 40 shs Concho Resources Inc | P | 2018-04-23 | 2018-10-24 | $5,472 | $6,384 | -$912 |
| 500 shs Nabors Industries Ltd | P | 2018-05-22 | 2018-12-13 | $1,294 | $4,282 | -$2,988 |
| 93 shs Occidental Pete Corp Cal | P | 2017-10-18 | 2018-03-15 | $5,814 | $6,125 | -$311 |
| 70 shs Biomarin Pharmaceuticals | P | 2016-02-23 | 2018-03-15 | $5,721 | $5,475 | $246 |
| 86 shs iShares Inc Core MSCI Emrgin | P | 2017-09-25 | 2018-10-24 | $3,949 | $4,747 | -$798 |
| 50 shs Texas Instruments | D | 2009-07-01 | 2018-12-13 | $4,730 | $1,087 | $3,643 |
| Capital Gain Dist - Timothy Plan | D | $1,312 | $1,312 | |||
| Capital Gain Dist - Ave Maria | D | $1,084 | $1,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,276 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,211 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (true) | LiableSection4942TaxInd |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $61 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NC | 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 |
| Individual With Books | Jason M Beckert | IndividualWithBooksNm |
| Phone | 7049968258 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 Mapesbury Lane | AddressLine1Txt |
| City | Waxhaw | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28173 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Jason M Beckert | ||||||||
| 1108 Mapesbury Lane | Waxhaw | NC | 28173 | President | 1.00 | $0 | $0 | $0 |
| Molly V Beckert | ||||||||
| 1108 Mapesbury Lane | Waxhaw | NC | 28173 | Director | 1.00 | $0 | $0 | $0 |
| Jason M Beckert | ||||||||
| 1108 Mapesbury Lane | Waxhaw | NC | 28173 | Director | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $91,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,563 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,937 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,937 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,484 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,453 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,873 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,873 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61 | TotalTaxAmt |
| Distributable Before Adj | $4,812 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $4,812 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $4,812 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,812 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,649 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $878 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $196 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $492 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,265 | TotalExcessDistributionCyovAmt |
| Excess Distri Cyov App CY Corpus | $4,812 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,812 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $453 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $453 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $453 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $2,372 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,372 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,372 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 04 | LineNumberTxt |
| Relationship Statement | Making Contributions to 501c3 Organizations | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Jason Beckert | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1108 Mapesbury Lane | AddressLine1Txt |
| City | Waxhaw | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28173 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $29,880 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 177 shares - iShares US Healthcare Providers ETF | NoncashPropertyDesc |
| Fair Market Value | $29,880 | FairMarketValueAmt |
| Received | 2018-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $525 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $525 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Net Organizational Cost | PropertyDesc |
| Acquired | 2004-04-30 | AcquiredDt |
| Cost Or Other Basis | $2,000 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $2,000 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5 | LifeRt |
| Current Year Expense | $0 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Genl Dynamics Corp | $6,231 | $7,074 |
| Biomarin Pharmaceuticals | $0 | $0 |
| LAM Research Corp | $5,665 | $10,894 |
| Huntington Banschs Inc | $7,132 | $5,960 |
| Occidental Pete Corp | $0 | $0 |
| Palo Alto Networks Inc | $6,014 | $9,418 |
| iShares Inc Core MSCI Emerging | $0 | $0 |
| Texas Instruments | $0 | $0 |
| Timothy Plan Lrg Mid Cap Val F | $12,176 | $14,495 |
| Ave Maria Growth Fund | $12,267 | $15,448 |
| iShares US Healthcare Provider | $8,290 | $29,239 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Net Organizational Cost | CategoryOrItemTxt |
| Cost Or Other Basis | $2,000 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,000 | AccumulatedDepreciationAmt |
| Book Value | $0 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Annual Broker Fee | Desc |
| Revenue And Expenses Per Books | $65 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $267 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $267 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |