OVERSTREET FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- OVERSTREET FOUNDATION (EIN 59-6164658)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-25
- IRS object ID
- 201822989349100757
- Schema version
- 2017v2.3
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-25T15:33:02-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464148474 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD BLUE & CO CPAS AND CONSLTS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 RIVEREDGE PKWY NW STE 310 | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 303284671 | 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 | 596164658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OVERSTREET FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O RONALD BLUE & CO LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OVER | BusinessNameControlTxt |
| Phone | 4076188600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SUMMIT TOWER BLVD RM/STE 260 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN SHELDON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2018-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M ELLEN LUCCIOLA CPA | PreparerPersonNm |
| PTIN | P01420851 | PTIN |
| Phone | 7706440500 | PhoneNum |
| Preparation | 2018-10-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-25 | IPDt |
| IP Tm | 14:33:02 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 25603860BDED075182722FD1375969EB7B5A10A8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D9ADAC5B3CB0724D7F437AC9F2F7D4073CA20773 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,811,305 | 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 | $218 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $71,770 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,983 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $504,329 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,983 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $106,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $103,753 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $36,334 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $36,334 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,748 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $552 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,419 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,894 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,894 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $22,077 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,077 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,316 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,316 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $90,340 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,061 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,279 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,560 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,560 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,061 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,839 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $82,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $66,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,950 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,948 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,514,347 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,523,182 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,765,357 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,581,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,569,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,811,305 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,581,061 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,569,132 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,581,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,569,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,581,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,569,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,581,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,929 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,569,132 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,569,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $498,012 | GrossSalesPriceAmt |
| Cost Or Other Basis | $472,346 | CostOrOtherBasisAmt |
| Gain Or Loss | $25,666 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $25,666 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,983 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $25,666 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $340,908 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,727,225 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.125002 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $332,700 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,990,486 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.111253 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $334,052 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,352,147 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099653 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $209,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,558,564 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058982 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $205,803 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,544,969 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058055 | DistributionYr5Rt |
| Total Distribution | 0.452945 | TotalDistributionRt |
| Average Distribution | 0.090589 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,647,631 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,846 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $827 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $240,673 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,839 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,654 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,654 | SubtotalAmt |
| Tax Based On Investment Income | $1,654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,595 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,095 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,441 | OverpaymentAmt |
| Applied To ES Tax | $1,441 | 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 | FL | 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 | ZACK FULMER | IndividualWithBooksNm |
| Phone | 4076188600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 SUMMIT TOWER BLVD STE 260 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32810 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN SHELDON | ||||||||
| 1900 SUMMIT TOWER BLVD 260 | ORLANDO | FL | 32810 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBIN SHELDON | ||||||||
| 1900 SUMMIT TOWER BLVD 260 | ORLANDO | FL | 32810 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NANCY KANN | ||||||||
| 1900 SUMMIT TOWER BLVD 260 | ORLANDO | FL | 32810 | TRUSTEE | 1.00 | $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 | $2,631,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,687,950 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,687,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,319 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,647,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,654 | TotalTaxAmt |
| Distributable Before Adj | $130,728 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $130,728 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $130,728 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,839 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $97,839 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $97,839 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,728 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,713 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,353 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $167,549 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $184,260 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $205,357 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $629,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,839 | QualifyingDistributionsAmt |
| Applied To Current Year | $97,839 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $32,889 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $32,889 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $596,343 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $596,343 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,177 | ExcessFromYear4Amt |
| Excess From Year3 | $167,549 | ExcessFromYear3Amt |
| Excess From Year2 | $184,260 | ExcessFromYear2Amt |
| Excess From Year1 | $205,357 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNDER THE SAME SUN | |||||||||||
| 200 15127 100 AVE | SURREY BC | CA | UNRELATED | 501C 3 | GENERAL SUPPORT | $20,000 | |||||
| NATIONAL CHRISTIAN FOUNDATION | |||||||||||
| UNRELATED | 501C3 | GENERAL SUPPORT | $8,560 | 11625 RAINWATER DRIVE | SUITE 500 | ALPHARETTA | GA | 30009 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,560 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,770 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,983 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF EXCISE TAX | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $3,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $106,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,753 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $1,748 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $552 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,523,182 | BookValueAmt |
| EOYFMV | $2,765,357 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,334 | LegalFeesAmt |
| Disbursements Charitable Prps | $36,334 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| CONFERENCE | $4,124 | $4,124 |
| DESIGN | $6,192 | $6,192 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF EXCISE TAX | Desc |
| Revenue And Expenses Per Books | $3,000 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,419 | Amt |
| Net Investment Income | $17,419 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $1,894 | Amt |
| Net Investment Income | $1,894 | NetInvestmentIncomeAmt |