LEGACY OF FAITH FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LEGACY OF FAITH FOUNDATION (EIN 26-3898326)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-15
- IRS object ID
- 201831359349100848
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T08:57:37-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 471019942 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CREATIVE PLANNING TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 COLLEGE BLVD | AddressLine1Txt |
| City | LEAWOOD | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66211 | 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 | 263898326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY OF FAITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEGA | BusinessNameControlTxt |
| Phone | 9797773951 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6909 FM 933 | AddressLine1Txt |
| City | BLUM | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76627 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA GRIFFIN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9797773951 | PhoneNum |
| Signature | 2018-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELIZABETH KOURI CPA | PreparerPersonNm |
| PTIN | P00399987 | PTIN |
| Phone | 9133382727 | PhoneNum |
| 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 | $620,375 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,935 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,110 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,560 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,528 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,560 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,767 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,670 | 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 | $795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $795 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $904 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $257 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $263 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,315 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,315 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,355 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $156,366 | CashBOYAmt |
| Cash EOY | $115,263 | CashEOYAmt |
| Cash EOYFMV | $115,263 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $118,730 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $186,360 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $186,360 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $338,953 | CorporateStockBOYAmt |
| Corporate Stock EOY | $309,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $318,301 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $229 | OtherAssetsBOYAmt |
| Other Assets EOY | $451 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $451 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $614,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $611,599 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $620,375 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $282 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $647 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $282 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $647 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $613,996 | CapitalStockBOYAmt |
| Capital Stock EOY | $600,172 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $613,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $610,952 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $614,278 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $611,599 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $613,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,780 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $624,776 | SubtotalAmt |
| Other Decreases | $13,824 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $610,952 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| OMEGA PROTEIN CORP COM | 2009-01-02 | 2017-12-20 | $39,666 | $11,219 | $28,447 | $28,447 | |
| SPDR GOLD TR SHS ETF | 2017-12-31 | $263 | $264 | -$1 | -$1 | ||
| KOREA EQUITY FD INC | 2017-07-18 | $33,451 | $44,485 | -$11,034 | -$11,034 | ||
| CAPITAL GAINS DIVIDENDS | $10,148 | $10,148 | $10,148 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,560 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,968 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $589,663 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088132 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,377 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $601,902 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.092003 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $39,612 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $623,672 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063514 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $49,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $656,039 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.075453 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $523,187 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093657 | DistributionYr5Rt |
| Total Distribution | 0.412759 | TotalDistributionRt |
| Average Distribution | 0.082552 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $605,037 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $49,947 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $324 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $50,271 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $647 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $647 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $647 | 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 | $8 | EsPenaltyAmt |
| Tax Due | $655 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | PATRICIA GRIFFIN | IndividualWithBooksNm |
| Phone | 9797773951 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6909 FM 933 | AddressLine1Txt |
| City | BLUM | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76627 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| JULIE GRIFFIN FAMBRO | ||||||||
| PO BOX 112 | WILLOW CREEK | MT | 59760 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| PATRICIA GRIFFIN | ||||||||
| 6909 FM 933 | BLUM | TX | 76627 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JOHN GRIFFIN | ||||||||
| 401 REDBUD TRAIL | AUSTIN | TX | 78746 | TREASURER | 0.50 | $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 | $351,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $263,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $614,251 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $614,251 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,214 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $605,037 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,252 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,252 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $647 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $647 | TotalTaxAmt |
| Distributable Before Adj | $29,605 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,605 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,605 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,605 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,899 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,994 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,505 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,049 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,775 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,605 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,395 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $107,170 | 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 | $22,899 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $84,271 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,994 | ExcessFromYear4Amt |
| Excess From Year3 | $8,505 | ExcessFromYear3Amt |
| Excess From Year2 | $25,328 | ExcessFromYear2Amt |
| Excess From Year1 | $23,049 | ExcessFromYear1Amt |
| Excess From Current Year | $10,395 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULIE GRIFFIN FAMBRO | ContributingManagerNm |
| Contributing Manager | PATRICIA GRIFFIN | ContributingManagerNm |
| Contributing Manager | JOHN GRIFFIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDS OF CHILDREN EVERYWHERE INC | ||||||
| PO BOX 6904 | KOKOMO | IN | 46904 | PC | GENERAL OPERATIONS | $24,000 |
| INFINITY BIBLE CHURCH | ||||||
| 1326 MORRISON AVE | BRONX | NY | 10472 | PC | GENERAL OPERATIONS | $3,000 |
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINARY | ||||||
| 222 N WINGATE ST | WAKE FOREST | NC | 27587 | PC | GENERAL OPERATIONS | $10,000 |
| CONCERTS OF PRAYER | ||||||
| 2 WASHINGTON STREET | NEW YORK | NY | 10004 | PC | GENERAL OPERATIONS | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,832 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,832 | TotalIncomeProducingActyAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULIE GRIFFIN FAMBRO | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 112 | AddressLine1Txt |
| City | WILLOW CREEK | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,935 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 300 SHS CHINA SOUTHERN AIRLINES34 SHARES MONDELEX INTL INC | NoncashPropertyDesc |
| Fair Market Value | $16,935 | FairMarketValueAmt |
| Received | 2017-12-20 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $795 | Amt |
| Net Investment Income | $795 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC COM | $788 | $894 |
| BIRKS GROUP INC COM | $773 | $1,300 |
| BLACKROCK MUNIHOLDINGS FD INC COM | $37,333 | $33,040 |
| CNTRL EUROPE RUSSIA&TRKYFD INC COM | $24,623 | $17,414 |
| COMCAST CORP COM CL A | $2,735 | $5,767 |
| FRIEDMAN INDS INC COM | $31,176 | $17,210 |
| ISHARES CHINA LARGE-CAP ETF | $34,090 | $40,450 |
| ISHARES MSCI BRAZIL CAPPED ETF | $3,994 | $7,493 |
| ISHARES MSCI SOUTH KOREA CAPPED ETF | $79,954 | $91,264 |
| ISHARES TIPS BOND ETF | $3,322 | $3,694 |
| MEXICO FD INC COM | $16,081 | $8,584 |
| SPDR GOLD TR GOLD SHS ETF | $71,546 | $74,190 |
| CHINA SOUTHERN AIRLINES ADR | $3,015 | $15,546 |
| MONDELEZ INTL INC COM CL A | $95 | $1,455 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $229 | BOYBookValueAmt |
| EOY Book Value | $451 | EOYBookValueAmt |
| EOYFMV | $451 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE FOR CONTRIBUTIONS TO FOUNDATION | Desc |
| Amt | $13,824 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSES | Desc |
| Revenue And Expenses Per Books | $263 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX | Desc |
| BOY Book Value | $282 | BOYBookValueAmt |
| EOY Book Value | $647 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEE | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $257 | $257 | $0 |
| FEDERAL TAX PAYMENT | $647 | $0 | $0 |