WANVIG FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WANVIG FOUNDATION INC (EIN 65-0885129)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201731359349102903
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T12:14:36-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591954606 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAVANAUGH & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2381 FRUITVILLE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | 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 | 650885129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WANVIG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WANV | BusinessNameControlTxt |
| Phone | 9417064224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5763 WILENA PLACE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34238 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WALTER L WANVIG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9417064224 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R PENDER | PreparerPersonNm |
| PTIN | P00850742 | PTIN |
| Phone | 9413662983 | PhoneNum |
| Preparation | 2017-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.163.208.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-11 | IPDt |
| IP Tm | 11:15:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D4660F9798B800D3D1D814699190E4F8E07F79AB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1CEFCED4C66C951653BB4A9865590FD48DAC5889 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $360,074 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,877 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,381 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,877 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,532 | 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 | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,910 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,910 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $102 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,962 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,012 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,725 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,725 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,012 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,520 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,266 | CashBOYAmt |
| Cash EOY | $24,980 | CashEOYAmt |
| Cash EOYFMV | $24,980 | CashEOYFMVAmt |
| Corporate Stock BOY | $238,612 | CorporateStockBOYAmt |
| Corporate Stock EOY | $212,805 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $335,094 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $255,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $237,785 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $360,074 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | -$293,905 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | -$297,843 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | -$293,905 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | -$297,843 | 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 | $549,783 | RetainedEarningBOYAmt |
| Retained Earning EOY | $535,628 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $549,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $535,628 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $255,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $237,785 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $549,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,155 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $535,628 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $535,628 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 0.70000 SHS ADIENT PLC | P | 2016-11-01 | 2016-11-01 | $31 | $33 | -$2 | -$2 |
| 26.00000 SHS ADIENT PLC | P | 2016-11-01 | 2016-12-15 | $1,462 | $1,211 | $251 | $251 |
| 0.42400 SHS JOHNSON CTLS INTL PLC | P | 2016-09-06 | 2016-09-06 | $20 | $19 | $1 | $1 |
| 267.00000 SHS JOHNSON CTLS INTL PLC | P | 2016-09-06 | 2016-12-15 | $11,453 | $12,199 | -$746 | -$746 |
| 320.00000 SHS HP INC | P | 2012-09-04 | 2016-05-17 | $3,750 | $3,311 | $439 | $439 |
| 320.00000 SHS HEWLETT PACKARD ENTERPRISE CO | P | 2012-09-04 | 2016-05-17 | $5,158 | $3,711 | $1,447 | $1,447 |
| 320.00000 SHS JOHNSON CONTROLS INC CHG | P | 2012-05-15 | 2012-09-06 | $14,052 | $10,103 | $3,949 | $3,949 |
| 315.00000 SHS WELLS FARGO & CO NEW | P | 2013-08-28 | 2016-10-04 | $13,856 | $13,031 | $825 | $825 |
| 200.00000 SHS HP INC | P | 2010-01-21 | 2016-05-17 | $2,344 | $4,661 | -$2,317 | -$2,317 |
| 200.00000 SHS HEWLETT PACKARD ENTERPRISE CO | P | 2010-01-21 | 2016-05-17 | $3,224 | $5,225 | -$2,001 | -$2,001 |
| CAPITAL GAINS DIVIDENDS | P | $31 | $31 | $31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,877 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,351 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $376,536 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048736 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,692 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $378,141 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041498 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,346 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $321,344 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038420 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,515 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $267,057 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024396 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $268,609 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.015822 | DistributionYr5Rt |
| Total Distribution | 0.168872 | TotalDistributionRt |
| Average Distribution | 0.033774 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $359,054 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $12,127 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $12,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $18,725 | 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 | $55 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $55 | 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 | FL | 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 | DONNA J WANVIG | IndividualWithBooksNm |
| Phone | 9417064224 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5763 WILENA PLACE | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34238 | 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 |
|---|---|---|---|---|---|---|---|---|
| DONNA J WANVIG | ||||||||
| 5763 WILENA PLACE | SARASOTA | FL | 34238 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEVEN W WANVIG | ||||||||
| 5763 WILENA PLACE | SARASOTA | FL | 34238 | DIRECTOR | 1.00 | $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 | $343,398 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,124 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $364,522 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $364,522 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $359,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,953 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,953 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55 | TotalTaxAmt |
| Distributable Before Adj | $17,898 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,898 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,898 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,725 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $55 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $18,670 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,898 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,723 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,723 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17,896 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONNA J WANVIG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN BIBLE SOCIETY | ||||||
| 101 NORTH INDEPENDENCE MALL EAST | FL8 | PHILADELPHIA | PA | 19106 | CHARITABLE | $500 |
| CHILDRENS HAVEN INTERNATIONAL | ||||||
| 400 E MINNESOTA RD | PHARR | TX | 78577 | CHARITABLE | $1,000 | |
| CHURCH PLANTERS-START CHURCH | ||||||
| PO BOX 465017 | LAWRENCEVILLE | GA | 30042 | CHARITABLE | $1,000 | |
| COMMISSION TO EVERY NATION | ||||||
| PO BOX 291307 | KERRVILLE | TX | 78029 | CHARITABLE | $1,000 | |
| EVANGELICAL FREE CHURCH OF AMERICA - VANGS | ||||||
| 901 E 78TH ST | MINNEAPOLIS | MN | 55420 | CHARITABLE | $3,100 | |
| HAVEN MINISTRIES | ||||||
| 3741 MERCED DR H | RIVERSIDE | CA | 92503 | CHARITABLE | $500 | |
| INTERNATIONAL GOSPEL OUTREACH | ||||||
| 8201 WARDS LANE | SEMMES | AL | 36575 | CHARITABLE | $2,000 | |
| JEWS FOR JESUS | ||||||
| 60 HAIGHT STREET | SAN FRANCISCO | CA | 94102 | CHARITABLE | $500 | |
| PIONEERS | ||||||
| 10123 WILLIAM CAREY DRIVE | ORLANDO | FL | 32832 | CHARITABLE | $1,000 | |
| PRAYING PELICAN MISSIONS-MEXICO MEDICAL MISSIONS | ||||||
| 8011 34TH AVE S | MINNEAPOLIS | MN | 55425 | CHARITABLE | $1,525 | |
| PROJECT MERCY | ||||||
| 7011 ARDMORE AVE | FORT WAYNE | IN | 46809 | CHARITABLE | $1,000 | |
| TELE MISSIONS INTERNATIONAL | ||||||
| PO BOX 700416 | ST CLOUD | FL | 34770 | CHARITABLE | $1,000 | |
| THE NAVIGATORS - ENSTMINGERS | ||||||
| 3820 N 30TH ST | COLORADO SPRINGS | CO | 80904 | CHARITABLE | $2,100 | |
| TURNING POINT | ||||||
| PO BOX 3838 | SAN DIEGO | CA | 92163 | CHARITABLE | $1,000 | |
| WINTER PARK CHRISTIAN CHURCH | ||||||
| 274 PONDEROSA TRAIL | TABERNASH | CO | 80478 | CHARITABLE | $500 | |
| TAYLOR UNIVERSITY | ||||||
| 236 W READE AVE | UPLAND | IN | 46989 | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,725 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,532 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,532 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $212,805 | EOYBookValueAmt |
| EOYFMV | $335,094 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $5,910 | Amt |
| Net Investment Income | $5,910 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEE | $61 | $61 | $0 |
| FOREIGN TAXES | $41 | $41 | $0 |