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KATHERINE HARDING WUNDER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
KATHERINE HARDING WUNDER FOUNDATION (EIN 30-0712271)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-07-29
IRS object ID
201602119349100700
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-07-29T07:30:42-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Mashburn & Burmester PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11827 Powers Ferry Road Building 10AddressLine1Txt
CityAtlantaCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30339ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300712271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHERINE HARDING WUNDER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt
Phone5617431336PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116696 NARROWS DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334771307ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBILL WUNDERPersonNm
Person TitleSEC/TREASURERPersonTitleTxt
Phone5617431336PhoneNum
Signature2016-07-25SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJENNIFER L BURMESTERPreparerPersonNm
Phone6783849720PhoneNum
Preparation2016-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$312,524FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$94,813ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$8,899DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,899DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,923NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$145,795GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,923CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$109,635TotalRevAndExpnssAmt
Total Net Invst Incm$14,822TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,348OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,348OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$177TaxesRevAndExpnssAmt
Taxes Net Invst Incm$58TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$37OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$37OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,312TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,443TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$13,312TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,443TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$96,323ExcessRevenueOverExpensesAmt
Net Investment Income$12,379NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,823SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,244SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,244SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$204,391OtherInvestmentsBOYAmt
Other Investments EOY$298,293OtherInvestmentsEOYAmt
Other Investments EOYFMV$306,280OtherInvestmentsEOYFMVAmt
Total Assets BOY$208,214TotalAssetsBOYAmt
Total Assets EOY$304,537TotalAssetsEOYAmt
Total Assets EOYFMV$312,524TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$208,214RetainedEarningBOYAmt
Retained Earning EOY$304,537RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$208,214TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$304,537TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$208,214TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$304,537TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$208,214TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$96,323ExcessRevenueOverExpensesAmt
Subtotal$304,537SubtotalAmt
Tot Net Ast Or Fund Balances EOY$304,537TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$147,795GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$141,872CostOrOtherBasisAmt
Gain Or Loss$5,923GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$5,923GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$5,923CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$11,881AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$231,761NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051264DistributionYr1Rt
Adjusted Qlfy Distri Yr2$3,895AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$216,326NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.018005DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$74,971NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Distribution Yr40.000000DistributionYr4Rt
Total Distribution0.069269TotalDistributionRt
Average Distribution0.017317AverageDistributionRt
Net Vl Noncharitable Assets$230,479NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,991AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$124NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,115AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$124InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$124SubtotalAmt
Tax Based On Investment Income$124TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$124TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM P WUNDER SRIndividualWithBooksNm
Phone5617431336PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116696 NARROWS DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334771307ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHERINE H WUNDER
16696 NARROWS DRIVEJUPITERFL33477PRESIDENT0$0$0$0
WILLIAM P WUNDER SR
16696 NARROWS DRIVEJUPITERFL33477SEC/TREAS.0$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$229,490AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,499AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$233,989TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$233,989AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,510CashDeemedCharitableAmt
Net Vl Noncharitable Assets$230,479NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,524MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,524MinimumInvestmentReturnAmt
Tax Based On Investment Income$124TaxBasedOnInvestmentIncomeAmt
Total Tax$124TotalTaxAmt
Distributable Before Adj$11,400DistributableBeforeAdjAmt
Distributable Before Ded$11,400DistributableBeforeDedAmt
Distributable As Adjusted$11,400DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,000ExpensesAndContributionsAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$124PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,876AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,400DistributableAsAdjustedAmt
Undistributed Income PY$9,861UndistributedIncomePYAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Applied To Year1$9,861AppliedToYear1Amt
Applied To Current Year$139AppliedToCurrentYearAmt
Undistributed Income CY$11,261UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM KATHERINE WUNDERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILLIAM P WUNDER SRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line116696 NARROWS DRIVEAddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33477ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5617431336RecipientPhoneNum
Form And Info And MaterialsIN WRITING TO THE ABOVE MENTIONED ADDRESSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THERAPEUTIC & RECREATIONAL RIDING CENTER
3750 SHADY LANEGLENWOODMD21738501 (C) (3)SPECIAL OLYMPICS TEAM$1,000
C&O CANAL TRUST
1850 DUAL HWY SUITE 100HAGERSTOWNMD21740501 (C) (3)ANNUAL FUND$1,000
GEORGIA GWINNETT COLLEGE FOUNDATION
1000 UNIVERSITY CENTER LANELAWRENCEVILLEGA30043501 (C) (3)HONORS PROGRAM$2,000
JUPITER MEDICAL CENTER FOUNDATION
1210 SOUTH OLD DIXIE HWYJUPITERFL33458501 (C) (3)MEDICAL FUND$2,500
MALTZ JUPITER THEATRE
1001 E INDIANTOWN ROADJUPITERFL33477501 (C) (3)ANNUAL FUND$2,500
JL CARES
16823 CAPTAIN KIRLE DRJUPITERFL33477501 (C) (3)HOUSING$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,899ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,923ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,822ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,822TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmtAcquiredAcquiredDtSoldSoldDt
VARIOUS
SEE SCHEDULE 1Purchased$49,507$45,965$3,542
(no name)
2325 BNY MELLON CORPDonated$96,288$93,907$2,3812015-122015-12

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line Reference2012FormAndLineReferenceDesc
Medium ExplanationPART VII-A STATEMENTS REGARDING ACTIVITIES 10. SUBSTANTIAL CONTRIBUTORS: WILLIAM & KATHERINE WUNDER 16696 NARROWS DRIVE JUPITER, FL 33477-1307MediumExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescPOSTAGEDesc
Revenue And Expenses Per Books$37RevenueAndExpensesPerBooksAmt
Net Investment Income$37NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY INVESTMENTCategoryTxt
Amt$2,348Amt
Net Investment Income$2,348NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$58$58
TAXES$119