HERBST FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- HERBST FAMILY FOUNDATION (EIN 36-4333045)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-05
- IRS object ID
- 201741259349101319
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-05T10:42:30-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HBL CPAs PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5656 E Grant Rd Ste 200 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85712 | 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 | 364333045 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBST FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HERB | BusinessNameControlTxt |
| Phone | 3123165085 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 N LAKE SHORE DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR ARTHUR L HERBST | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J DEVRIES | PreparerPersonNm |
| PTIN | P00748581 | PTIN |
| Phone | 5208863181 | PhoneNum |
| 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 | $1,514,889 | 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 | $189,128 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,926 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,926 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,602 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,602 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,705 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,705 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $228,415 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,287 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,425 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,425 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,300 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,974 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $305 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,030 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,925 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,925 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,074 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,030 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $143,341 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $177,767 | CashBOYAmt |
| Cash EOY | $76,833 | CashEOYAmt |
| Cash EOYFMV | $76,832 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $77,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,378 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $817,738 | CorporateStockBOYAmt |
| Corporate Stock EOY | $898,554 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,276,751 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $32,637 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,799 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,799 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $48,486 | OtherAssetsBOYAmt |
| Other Assets EOY | $55,129 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $55,129 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,076,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,136,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,514,889 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $88,291 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,595 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $88,291 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,595 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $988,337 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,132,098 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $988,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,132,098 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,076,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,136,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $988,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $143,341 | ExcessRevenueOverExpensesAmt |
| Other Increases | $435 | OtherIncreasesAmt |
| Subtotal | $1,132,113 | SubtotalAmt |
| Other Decreases | $15 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,132,098 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 FACEBOOK INC | P | 2016-03-04 | 2016-12-29 | $23,289 | $21,769 | $1,520 | $1,520 |
| 150 AFLAC INC | P | 1996-02-09 | 2016-12-29 | $10,473 | $1,063 | $9,410 | $9,410 |
| 600 AMER ELECTRIC PWR CO | P | 2011-01-01 | 2016-03-04 | $37,372 | $23,192 | $14,180 | $14,180 |
| 600 KINDER MORGAN INC | P | 2013-11-01 | 2016-12-29 | $12,492 | $21,000 | -$8,508 | -$8,508 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,602 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,032 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,322,554 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05068 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,741 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,287,191 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.03864 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,546 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,186,464 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05356 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,012 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,098,856 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05734 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,853 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,214,399 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05011 | DistributionYr5Rt |
| Total Distribution | 0.250339 | TotalDistributionRt |
| Average Distribution | 0.050068 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,406,820 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,437 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $333 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $70,770 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $75,375 | 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 | $333 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $333 | SubtotalAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,255 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,255 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,922 | OverpaymentAmt |
| Applied To ES Tax | $1,922 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR ARTHUR L HERBST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3123165085 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1040 N LAKE SHORE DRIVE NO 5C | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| DR ARTHUR L HERBST | ||||||
| 4451 N CAMINO SUMO | TUCSON | AZ | 85718 | President | 1.00 | $0 |
| LEE G HERBST | ||||||
| 4451 N CAMINO SUMO | TUCSON | AZ | 85718 | Vice Pres | 1.00 | $0 |
| ARTHUR L HERBST JR | ||||||
| 1816 N LINCOLN PARK W | CHICAGO | IL | 60614 | Director | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,163,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $167,374 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $97,555 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,428,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,428,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,424 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,406,820 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $70,341 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $70,341 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $333 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $333 | TotalTaxAmt |
| Distributable Before Adj | $70,008 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $70,008 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $70,008 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,375 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $333 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $75,042 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,008 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $1,196 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,993 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,146 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,335 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,375 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,008 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,367 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,702 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $13,702 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,196 | ExcessFromYear4Amt |
| Excess From Year3 | $4,993 | ExcessFromYear3Amt |
| Excess From Year1 | $2,146 | ExcessFromYear1Amt |
| Excess From Current Year | $5,367 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR ARTHUR L HERBST | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HUMANIST ASSOCIATION | |||||||
| 1777 T STREET NW | WASHINGTON | DC | 20009 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| ARIZONA LAND AND WATER TRUST | |||||||
| 3127 N CHERRY AVE | TUCSON | AZ | 85719 | NONE | PUBLIC | PROGRAM SUPPORT | $200 |
| ARIZONA PUBLIC MEDIA | |||||||
| PO BOX 210067 | TUCSON | AZ | 85721 | NONE | PUBLIC | PROGRAM SUPPORT | $750 |
| ARIZONA THEATRE COMPANY | |||||||
| 343 S SCOTT AVE | TUCSON | AZ | 85701 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| CHAPIN SCHOOL | |||||||
| 100 E END AVE | NEW YORK | NY | 10028 | NONE | PUBLIC | PROGRAM SUPPORT | $3,000 |
| CHICAGO SYMPHONY ORCHESTRA | |||||||
| 220 S MICHIGAN AVE | CHICAGO | IL | 60604 | NONE | PUBLIC | PROGRAM SUPPORT | $3,500 |
| COMPASSION AND CHOICES | |||||||
| 4155 E JEWELL AVE STE 200 | DENVER | CO | 80222 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| INVISIBLE THEATRE | |||||||
| 1400 N FIRST AVE | TUCSON | AZ | 85719 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| LYRIC OPERA OF CHICAGO | |||||||
| 20 N WACHER DR | CHICAGO | IL | 60606 | NONE | PUBLIC | PROGRAM SUPPORT | $3,500 |
| NATIONAL ACADEMY OF MEDICINE | |||||||
| 500 FIFTH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| PLANNED PARENTHOOD | |||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| PRESIDENT AND FELLOWS OF HARVARD | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02135 | NONE | PUBLIC | PROGRAM SUPPORT | $25,000 |
| SHADY HILL SCHOOL | |||||||
| 178 COOLIDGE HILL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC | PROGRAM SUPPORT | $100 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | NONE | PUBLIC | PROGRAM SUPPORT | $300 |
| TUCSON SYMPHONY ORCHESTRA | |||||||
| 2175 N SIXTH AVE | TUCSON | AZ | 85705 | NONE | PUBLIC | PROGRAM SUPPORT | $3,500 |
| U OF A FOUNDATON | |||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | NONE | PUBLIC | PROGRAM SUPPORT | $23,250 |
| UNIVERSITY OF CHICAGO | |||||||
| 5235 S HARPER COURT STE 450 | CHICAGO | IL | 60615 | NONE | PUBLIC | PROGRAM SUPPORT | $1,150 |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PRIVATE | PROGRAM SUPPORT | $200 |
| WTTW WFMT | |||||||
| 5400 N ST LOUIS AVE | CHICAGO | IL | 60625 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| CONSUMER REPORT FOUNDATION | |||||||
| PO Box 96552 | Washington | DC | 20090 | NONE | PUBLIC | PROGRAM SUPPORT | $100 |
| RADCLIFFE INSTITUTE | |||||||
| 124 MT AUBURN ST | Cambridge | MA | 02138 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| BUCKINGHAM BROWNE NICHOLS SCH | |||||||
| 80 Gerrys Landing Road | Cambridge | MA | 02138 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| MUSEUM CONTEMP ART | |||||||
| 235 S CHURCH AVE | TUCSON | AZ | 85701 | NONE | PUBLIC | PROGRAM SUPPORT | $500 |
| THODOS DANCE FUND | |||||||
| 860 W Blackhawk Suite 305 | Chicago | IL | 60642 | NONE | PUBLIC | PROGRAM SUPPORT | $250 |
| UNIVERSITY OF SOUTHERN CA | |||||||
| 1975 ZONAL AVE STE KAM 300 | LOS ANGELES | CA | 90089 | NONE | PUBLIC | PROGRAM SUPPORT | $1,000 |
| HARVARD VARSITY CLUB | |||||||
| 65 N HARVARD ST | BOSTON | MA | 02134 | NONE | PUBLIC | PROGRAM SUPPORT | $375 |
| U MICHIGAN YELLOW HOUSE SCHOOL | |||||||
| 500 S State St | Ann Arbor | MI | 48109 | NONE | PUBLIC | PROGRAM SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,925 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,926 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,257 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,962 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,602 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,257 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,544 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,287 | 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 |
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 | ARTHUR AND LEE HERBST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4451 N CAMINO SUMO | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $189,128 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,850 | Amt |
| Net Investment Income | $2,425 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,425 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - SEE ATTACHED | StockNm |
| EOY Book Value | $898,554 | EOYBookValueAmt |
| EOYFMV | $1,276,751 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WESMINSTER FUND VI | AT COST | $4,643 | $4,643 |
| WESMINSTER FUND VIII | AT COST | $24,156 | $24,156 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE | Desc |
| BOY Book Value | $48,486 | BOYBookValueAmt |
| EOY Book Value | $55,129 | EOYBookValueAmt |
| EOYFMV | $55,129 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXPENSES FROM K-1'S | Desc |
| Amt | $15 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES AND FEES | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $1,705 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,705 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONTAXABLE DISTRIBUTIONS | Desc |
| Amt | $318 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED CORRECTION | $84,978 | $4,595 |
| WESTMINSTER FUND V | $3,313 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $3,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $305 | $305 |
| TAX PAYMENTS | $3,669 |