RPKSC FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- RPKSC FAMILY FOUNDATION (EIN 20-2011109)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-17
- IRS object ID
- 201711079349101021
- Schema version
- 2016v3.0
- 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
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-17T17:32:24-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741130599 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATTILLO BROWN & HILL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 20725 | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 767020725 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202011109 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RPKSC FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RPKS | BusinessNameControlTxt |
| Phone | 9135301111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CARRIAGE SQUARE | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 767082345 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD DELEENHEER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9135301111 | PhoneNum |
| Signature | 2017-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER MANNING | PreparerPersonNm |
| PTIN | P00589194 | PTIN |
| Phone | 2547724901 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.155.125.28 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-15 | IPDt |
| IP Tm | 10:00:27 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CD3FAC9E895FEEF0DB334CC9D9A4BA9063D821E0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $490,953 | 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 | $75,945 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,975 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,975 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $116,612 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,654 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $86,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,643 | 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 | $3,110 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,110 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,328 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,328 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $40 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $40 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,478 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,478 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,478 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,478 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,110 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $144,244 | CashBOYAmt |
| Cash EOY | $45,752 | CashEOYAmt |
| Cash EOYFMV | $45,752 | CashEOYFMVAmt |
| Other Assets BOY | $280,072 | OtherAssetsBOYAmt |
| Other Assets EOY | $412,840 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $445,201 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $424,316 | TotalAssetsBOYAmt |
| Total Assets EOY | $458,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $490,953 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $424,316 | RetainedEarningBOYAmt |
| Retained Earning EOY | $458,592 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $424,316 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $458,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $424,316 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $458,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $424,316 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,110 | ExcessRevenueOverExpensesAmt |
| Other Increases | $299 | OtherIncreasesAmt |
| Subtotal | $458,725 | SubtotalAmt |
| Other Decreases | $133 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $458,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 739 SHARES BANK OF AMERICA | 2016-02-22 | 2016-08-01 | $10,610 | $10,315 | $295 | $295 |
| 25 SHARES JPMORGAN CHASE & CO | 2015-01-14 | 2016-06-14 | $1,568 | $1,458 | $110 | $110 |
| 10 SHARES UNION PACIFIC CORP | 2016-02-22 | 2016-06-14 | $880 | $811 | $69 | $69 |
| 15 SHARES WALT DISNEY CO HLDG CO | 2016-02-17 | 2016-06-14 | $1,468 | $1,435 | $33 | $33 |
| 57 SHARES KRAFT HEINZ CO | 2013-05-29 | 2016-02-17 | $4,190 | $3,220 | $970 | $970 |
| 550 SHARES AIR PROD & CHEM | 2009-05-21 | 2016-02-17 | $6,593 | $3,056 | $3,537 | $3,537 |
| 4 SHARES BLACKROCK INC | 2013-05-29 | 2016-06-10 | $1,391 | $1,141 | $250 | $250 |
| 167 SHARES CISCO SYS | 2013-05-29 | 2016-02-17 | $4,423 | $4,051 | $372 | $372 |
| 100 SHARES GLAXOSMITHKLINE | 2013-09-19 | 2016-01-04 | $4,008 | $5,035 | -$1,027 | -$1,027 |
| 10 SHARES JOHNSON & JOHNSON | 2013-05-29 | 2016-06-14 | $1,163 | $858 | $305 | $305 |
| 67 SHARES SOUTHERN CO | 2011-06-17 | 2016-02-17 | $3,201 | $2,669 | $532 | $532 |
| 85 SHARES US BANCORP COM | 2013-05-29 | 2016-02-17 | $3,426 | $3,015 | $411 | $411 |
| 25 SHARES VERIZON COMMUNICATIONS | 2012-07-18 | 2016-06-14 | $1,318 | $1,148 | $170 | $170 |
| 1500 SHARES PATTERSON COMPANIES | 2015-11-19 | 2016-05-26 | $72,373 | $72,746 | -$373 | -$373 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,654 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $342,129 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.175372 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $20,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $305,093 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065554 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $182,629 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054756 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $20,244 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $239,728 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084446 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,130 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $216,688 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.092899 | DistributionYr5Rt |
| Total Distribution | 0.473027 | TotalDistributionRt |
| Average Distribution | 0.094605 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $364,834 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $34,515 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $52 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $34,567 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $52 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $52 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $52 | 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 |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| 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 | RONALD DELEENHEER | IndividualWithBooksNm |
| Phone | 9135301111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CARRIAGE SQUARE | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76708 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD DELEENHEER | ||||||||
| 1 CARRIAGE SQUARE | WACO | TX | 76708 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| PEGGY DELEENHEER | ||||||||
| 1 CARRIAGE SQUARE | WACO | TX | 76708 | VICE PRESIDENT | 2.00 | $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 |
| 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 | $276,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $370,390 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $370,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,556 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $364,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,242 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,242 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $52 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $52 | TotalTaxAmt |
| Distributable Before Adj | $18,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,190 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $52 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,948 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,510 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,488 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,151 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,801 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,025 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,975 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,190 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $28,810 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $95,785 | 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 | $9,510 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $86,275 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,488 | ExcessFromYear4Amt |
| Excess From Year3 | $1,151 | ExcessFromYear3Amt |
| Excess From Year2 | $4,801 | ExcessFromYear2Amt |
| Excess From Year1 | $43,025 | ExcessFromYear1Amt |
| Excess From Current Year | $28,810 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ANTIOCH MINISTRIES INTERNATIONAL | ||||||
| 505 N 20TH ST | WACO | TX | 76707 | PC | SUPPORT | $12,000 |
| ANTIOCH COMMUNITY CHURCH | ||||||
| 505 N 20TH ST | WACO | TX | 76707 | PC | SUPPORT | $25,000 |
| INTERNATIONAL HOUSE OF PRAYER | ||||||
| 3535 E RED BRIDGE ROAD | KANSAS CITY | MO | 64137 | PC | SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,975 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,654 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,989 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,654 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,643 | 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 | 8 | LineNumberTxt |
| Relationship Statement | INCOME FROM STOCK SALES ARE CONTRIBUTED TOWARD CHARITABLE ORGANIZATION | RelationshipStatementTxt |
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 Person | RONALD DELEENHEER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 CARRIAGE SQUARE | AddressLine1Txt |
| City | WACO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76708 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,945 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1675 SHARES PATTERSON COMPANIES | NoncashPropertyDesc |
| Fair Market Value | $75,945 | FairMarketValueAmt |
| Received | 2016-11-02 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,110 | Amt |
| Net Investment Income | $3,110 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COMMMON EQUITY SECURITIES | $280,072 | $274,319 | $306,680 |
| KBS REAL ESTATE INVT TR INC | $138,521 | $138,521 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| Amt | $133 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK DIFFERENCE WITH 1099 | Desc |
| Amt | $299 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGER FEE | CategoryTxt |
| Amt | $2,328 | Amt |
| Net Investment Income | $2,328 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES | CategoryTxt |
| Amt | $40 | Amt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |