WHEAT FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WHEAT FOUNDATION INC (EIN 20-1416734)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811359349100981
- Schema version
- 2017v2.2
- 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 | 2018-05-14T17:46:39-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-14 | 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 | 2018-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $96,965 | 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 | $13,353 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $596 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $596 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,280 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,361 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,957 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $596 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $500 | AccountingFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $61 | TaxesRevAndExpnssAmt |
| Taxes Adj Net Incm | $61 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $94 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $94 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $655 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $655 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $655 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,363 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,837 | CashBOYAmt |
| Cash EOY | $2,561 | CashEOYAmt |
| Cash EOYFMV | $2,561 | CashEOYFMVAmt |
| Corporate Stock BOY | $37,528 | CorporateStockBOYAmt |
| Corporate Stock EOY | $65,486 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $94,404 | 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 | $47,365 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $96,965 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $47,365 | RetainedEarningBOYAmt |
| Retained Earning EOY | $68,047 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $47,365 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $68,047 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,365 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $68,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,365 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,155 | ExcessRevenueOverExpensesAmt |
| Subtotal | $70,520 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $70,520 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| 400 shs AK Steel Holding Co | P | 2017-02-21 | 2017-05-23 | $2,372 | $3,752 | -$1,380 |
| 56 shs Celgene Corp Com | P | 2017-03-28 | 2017-10-18 | $7,542 | $7,090 | $452 |
| 105 shs Continental Resources Inc | P | 2017-01-19 | 2017-05-23 | $4,307 | $5,455 | -$1,148 |
| 250 shs Energous Corp Shs | P | 2016-08-23 | 2017-07-24 | $3,832 | $4,002 | -$170 |
| 36 shs SVB Finl Group | P | 2017-01-19 | 2017-10-18 | $6,458 | $6,197 | $261 |
| 70 shs Skyworks Solutions Inc | P | 2014-03-25 | 2017-01-19 | $5,381 | $2,703 | $2,678 |
| 103 shs Republic Services Inc | D | 2005-06-08 | 2017-01-19 | $5,785 | $1,881 | $3,904 |
| 112 shs Torchmark Corp | D | 2009-07-01 | 2017-01-24 | $8,176 | $1,839 | $6,337 |
| Cap Gain Distrib - Timothy Plan Lrg | D | $868 | $868 | |||
| Capital Gain Distrib - Ave Maria Gr | D | $1,559 | $1,559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,361 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,985 | 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 | $267 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $267 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $267 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $267 | 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 Beckert | IndividualWithBooksNm |
| Phone | 7043623328 | 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 | 281736855 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | 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 |
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 | $63,094 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,495 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $267 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $267 | TotalTaxAmt |
| Distributable Before Adj | $3,008 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,008 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,008 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,500 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,008 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,649 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $878 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $196 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,803 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $3,008 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $492 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,295 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,649 | ExcessFromYear4Amt |
| Excess From Year3 | $878 | ExcessFromYear3Amt |
| Excess From Year2 | $50 | ExcessFromYear2Amt |
| Excess From Year1 | $196 | ExcessFromYear1Amt |
| Excess From Current Year | $492 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Charlotte Catholic High School | |||||||
| 7702 Pineville-Matthews Road | Charlotte | NC | 28226 | NA | PC | DONATION | $1,000 |
| Charlotte Catholic High School | |||||||
| 7702 Pineville-Matthews Road | Charlotte | NC | 28226 | NA | PC | Donation | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,500 | 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 | $596 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $596 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $596 | 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 | 03 | 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 | $13,353 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 50 shares - Texas Instruments548 shares - Ave Maria Growth Fund | NoncashPropertyDesc |
| Fair Market Value | $13,353 | FairMarketValueAmt |
| Received | 2017-11-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Preparation | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $500 | 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 (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Skyworks Solutions Inc | $0 | $0 |
| Timothy Plan Large Mid | $10,743 | $15,911 |
| Biomarin Pharmaceuticals | $5,475 | $6,242 |
| Energous Corp | $0 | $0 |
| Genl Dynamics Corp | $6,231 | $9,155 |
| LAM Research Corp | $5,665 | $14,726 |
| Republic Services | $0 | $0 |
| Torchmark Corp | $0 | $0 |
| Huntington Bancshs Inc | $7,132 | $7,280 |
| Occidental Pete Corp | $6,125 | $6,850 |
| Palo Alto Networks Inc | $6,014 | $7,247 |
| Ishares Inc Core MSCI Emrging | $4,747 | $4,893 |
| Texas Instruments | $1,087 | $5,222 |
| Ave Maria Growth Fund | $12,267 | $16,878 |
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 (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Advertising | $29 | $29 | $29 | $0 |
| Annual Broker Fee | $65 | $65 | $65 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $61 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |