HOFFMAN LEGACY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HOFFMAN LEGACY FOUNDATION INC (EIN 30-0024915)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349100760
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T08:09:19-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205520612 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | L M HENDERSON & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 E 96TH ST STE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462403797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300024915 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOFFMAN LEGACY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOFF | BusinessNameControlTxt |
| Phone | 2604601689 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6115 E PICKWICK PARK DR | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 465679705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREGORY HOFFMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2604601689 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUDE THOMPSON | PreparerPersonNm |
| PTIN | P00385931 | PTIN |
| Phone | 3175661000 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,176,371 | 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 | $59,839 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,643 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,831 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $110,335 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $34,363 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $90,346 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,039 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,480 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $885 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $285 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,370 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $290 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $290 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,749 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,059 | CashBOYAmt |
| Cash EOY | $16,203 | CashEOYAmt |
| Cash EOYFMV | $16,203 | CashEOYFMVAmt |
| Corporate Stock BOY | $533,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $490,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,104,690 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $57,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $55,634 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $55,478 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $604,773 | TotalAssetsBOYAmt |
| Total Assets EOY | $562,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,176,371 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $604,773 | RetainedEarningBOYAmt |
| Retained Earning EOY | $562,766 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $604,773 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $562,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $604,773 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $562,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $604,773 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,532 | OtherIncreasesAmt |
| Subtotal | $590,781 | SubtotalAmt |
| Other Decreases | $28,015 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $562,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 GROWTH ETF: IVV | D | 2015-12-13 | 2024-02-12 | $14,599 | $5,703 | $8,896 | $8,896 |
| VANGUARD FTSE EMERGING MKTS ETF: VWO | D | 2019-05-15 | 2024-02-12 | $71,983 | $58,581 | $13,402 | $13,402 |
| ISHARES FLOATING RATE BOND ETF: FLOT | D | 2018-08-27 | 2024-03-05 | $1,475 | $1,480 | -$5 | -$5 |
| ISHARES S&P 500 VALUE ETF: IVE | D | 2023-12-18 | 2024-06-27 | $19,915 | $10,208 | $9,707 | $9,707 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $34,363 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,707 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $747 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $747 | SubtotalAmt |
| Tax Based On Investment Income | $747 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,166 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,166 | TotalPaymentsAndCreditsAmt |
| Overpayment | $419 | OverpaymentAmt |
| Applied To ES Tax | $419 | 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 | IN | 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 |
| Individual With Books | SUSANNE HOFFMAN | IndividualWithBooksNm |
| Phone | 2604601689 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6115 E PICKWICK PARK DR | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 465679705 | 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| GREGORY HOFFMAN | ||||||||
| 6115 E PICKWICK PARK DR | SYRACUSE | IN | 465679705 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SUSANNE HOFFMAN | ||||||||
| 6115 E PICKWICK PARK DR | SYRACUSE | IN | 465679705 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| MATTHEW HOFFMAN | ||||||||
| 694 N LARCH ST 774 | SISTERS | OR | 977590779 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| RACHEL HOFFMAN | ||||||||
| 500 S GOODLETT ST | MEMPHIS | TN | 381173608 | VICE PRES | 000.00 | $0 | $0 | $0 |
| CLAIRE DAVIDSON | ||||||||
| 1609 DIDDY DRIVE | MOUNT PLEASANT | SC | 29464 | TREASURER | 000.00 | $0 | $0 | $0 |
| AMANDA COLLINS | ||||||||
| 32829 CAYUGA HEIGHTS CT | NILES | MI | 491207820 | SECRETARY | 000.00 | $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 | $1,056,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,064,767 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,064,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,048,795 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,440 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,440 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $747 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $747 | TotalTaxAmt |
| Distributable Before Adj | $51,693 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $51,693 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $51,693 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $123,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $51,693 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $38,856 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $68,343 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,399 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $76,766 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,448 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $319,812 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $51,693 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,807 | RemainingDistriFromCorpusAmt |
| Total Corpus | $391,619 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $38,856 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $352,763 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $68,343 | ExcessFromYear4Amt |
| Excess From Year3 | $84,399 | ExcessFromYear3Amt |
| Excess From Year2 | $76,766 | ExcessFromYear2Amt |
| Excess From Year1 | $51,448 | ExcessFromYear1Amt |
| Excess From Current Year | $71,807 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| FOCUS - FELLOWSHIP OF CATHOLIC | ||||||||
| UNIVERSITY STUDENTS | 603 PARK POINT DR STE 200 | GENESEE | CO | 80401 | NONE | PUBLIC | CHARITABLE | $75,000 |
| UNIVERITY OF NOTRE DAME | ||||||||
| 400 MAIN BUILDING | NOTRE DAME | IN | 46556 | NONE | PUBLIC | CHARITABLE | $20,000 | |
| HOLY CROSS COLLEGE | ||||||||
| PO BOX 308 | NOTRE DAME | IN | 46556 | NONE | PUBLIC | CHARITABLE | $15,000 | |
| ST FRANCIS BY THE SEA CATHOLIC CH | ||||||||
| 45 BEACH CITY RD | HILTON HEAD ISLAND | SC | 29926 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| ST MARTIN DE PORRES | ||||||||
| 6941 E WACO DR | SYRACUSE | IN | 46567 | NONE | PUBLIC | CHARITABLE | $5,000 | |
| DIOCESE OF FORT WAYNE | ||||||||
| PO BOX 390 | FORT WAYNE | IN | 46801 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| DIOCESE OF CHARLESTON | ||||||||
| 24 POPE AVE | HILTON HEAD ISLAND | SC | 29928 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| MATTHEW 25 DENTALHEALTH | ||||||||
| 413 E JEFFERSON ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC | CHARITABLE | $1,000 | |
| WAWASEE AREA CONSERVANCY FDN | ||||||||
| 11586 N STATE ROAD 13 | SYRACUSE | IN | 46567 | NONE | PUBLIC | CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,643 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,831 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,507 | 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 |
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 | EDWARD AND AMANDA COLLINS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32829 CAYUGA HEIGHTS CT | AddressLine1Txt |
| City | NILES | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 491207820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $59,839 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 475.342 SH ISHARES SCHWAB LARGE- | $17,540 | 2024-12-12 |
| 1 | 367.2910 SH ISHARES AMERICAN FUN | $30,526 | 2024-12-12 |
| 1 | 59.1433 SH ISHARES S&P 500 VALUE | $11,773 | 2024-12-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,480 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISHARES FLOATING RATE BOND ETF | BondNm |
| EOY Book Value | $55,634 | EOYBookValueAmt |
| EOYFMV | $55,478 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES CORE MSCI EMERGING ETF | $48,393 | $49,609 |
| ISHARES MSCI PACIFIC ETF | $24,987 | $30,183 |
| ISHARES TR S&P MIDCAP 400 INDEX FUND | $11,825 | $28,663 |
| ISHARES TR S&P SMALLCAP 600 INDEX FD | $13,689 | $29,035 |
| ISHARES TR S&P 500 INDEX FUND | $135,560 | $405,601 |
| ISHARES CORE US REIT | $103,442 | $144,421 |
| ISHARES TR S& P 500 GROWTH ETF | $85,421 | $298,295 |
| VANGUARD FTSE EMERGING | $13,889 | $18,409 |
| ISHARES S&P 500 VALUE ETF | $27,494 | $56,337 |
| AMERICAN FUNDS GROWTH FUND OF AMER | $17,388 | $27,091 |
| SCHWAB LARGE-CAP GROWTH | $8,841 | $17,046 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR BOOK/TAX BASIS ADJ - STK CONTRIBUTED | Desc |
| Amt | $28,015 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $5 | $5 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $285 | $285 |
| INDIRECT TAXES | $600 |