KINGS GRANT FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- KINGS GRANT FOUNDATION (EIN 05-0520607)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-24
- IRS object ID
- 201510249349100001
- Schema version
- 2013v4.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-24T10:40:24-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461787508 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NADEAU AND ASSOCIATES CPAS LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 NEW LONDON AVENUE SUITE 350 | AddressLine1 |
| City | CRANSTON | City |
| State | RI | State |
| ZIP Code | 02920 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050520607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINGS GRANT FOUNDATION CO COURTNEY DESISTO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 8132293600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 897 | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 336010897 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COURTNEY DESISTO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8132293600 | PhoneNum |
| Signature | 2014-12-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Kennedy | PreparerPersonNm |
| PTIN | P01423547 | PTIN |
| Phone | 4017326100 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,386,279 | 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 | $225,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,677 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,677 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $718,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,478,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $718,174 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,560 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,560 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,048,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $823,073 | 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 | $2,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,095 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $50,487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,487 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,359 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,359 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $235 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,897 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,099 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $55,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,211,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,211,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,287,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $55,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,211,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$239,350 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $767,798 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,944 | CashBOYAmt |
| Cash EOY | $8,943 | CashEOYAmt |
| Cash EOYFMV | $8,943 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,176,543 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $224,596 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $224,596 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,074,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,743,720 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,697,819 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $316,432 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $84,600 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $92,887 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $131,587 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $362,034 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $362,034 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,713,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,423,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,386,279 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $50,000 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $50,000 | 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 | $4,663,243 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,423,893 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,663,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,423,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,713,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,423,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,663,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$239,350 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,423,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,423,893 | 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 |
|---|---|---|---|---|---|---|---|
| BNY MELLON 10524856000 | P | 2013-07-15 | 2014-06-24 | $2,906,920 | $2,290,266 | $616,654 | $616,654 |
| BNY MELLON 10524856010 | P | 2013-07-01 | 2014-06-30 | $261,531 | $208,730 | $52,801 | $52,801 |
| BNY MELLON 10524856020 | P | 2013-07-23 | 2014-06-18 | $289,008 | $261,183 | $27,825 | $27,825 |
| Capital Gains Dividends | P | $20,894 | $20,894 | $20,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $718,174 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,019,975 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,336,434 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.378525 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,868,424 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,908,272 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.380668 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,962,914 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,912,753 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.331980 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,054,677 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,040,468 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.433874 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,774,681 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,349,294 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.279508 | DistributionYr5Rt |
| Total Distribution | 1.804555 | TotalDistributionRt |
| Average Distribution | 0.360911 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,210,748 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,880,616 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,678 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,888,294 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,211,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,631 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $16,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $19,631 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $4,275 | OverpaymentAmt |
| Applied To ES Tax | $4,275 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | RI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COURTNEY DESISTO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8132293600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 897 | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33601 | ZIPCode |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LISA HARDIMAN | ||||||||
| PO BOX 897 | TAMPA | FL | 33601 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| COURTNEY DESISTO | ||||||||
| PO BOX 897 | TAMPA | FL | 33601 | TRUSTEE | 10.00 | $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 | $4,624,160 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $665,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,290,100 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,290,100 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,352 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,210,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $260,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $260,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,356 | TotalTaxAmt |
| Distributable Before Adj | $245,181 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $245,181 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $245,181 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,211,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,211,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,211,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $245,181 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,459,800 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,706,592 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,671,288 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,627,274 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,759,497 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,224,451 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,211,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $245,181 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $966,519 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,190,970 | 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 | $1,459,800 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,731,170 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,706,592 | ExcessFromYear4Amt |
| Excess From Year3 | $1,671,288 | ExcessFromYear3Amt |
| Excess From Year2 | $1,627,274 | ExcessFromYear2Amt |
| Excess From Year1 | $1,759,497 | ExcessFromYear1Amt |
| Excess From Current Year | $966,519 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA HARDIMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLEGRO ORGANIZATIONAL SOLUTIONS INC | |||||||||||
| 5535 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PUBLIC CHARITY | EDUCATIONAL & SERVICE LEARNING | $90,000 | ||||
| AT HIS FEET MEDICAL | |||||||||||
| 5606 HAWKE LAKE RD | LITHIA | FL | 33547 | NONE | PUBLIC CHARITY | MEDICAL SUPPORT | $7,700 | ||||
| CATHOLIC UNIVERSITY OF AMERICA | |||||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | PUBLIC CHARITY | EDUCATIONAL & LEADERSHIP BUILDING | $50,000 | ||||
| CENTER FOR RELATIONAL LEADERSHIP | |||||||||||
| 2511 SOUTH LAKELINE BLVD | CEDER PARK | TX | 78613 | NONE | PUBLIC CHARITY | EDUCATIONAL & LEADERSHIP BUILDING | $309,400 | ||||
| ECKERD YOUTH ALTERNATIVE INC | |||||||||||
| 100 STARCREST DR | CLEARWATER | FL | 33765 | NONE | PUBLIC CHARITY | EDUCATION & PROMOTE WELL BEING OF CHILDREN | $250,000 | ||||
| REFOCUS | |||||||||||
| 45 GREELEY STREET | PROVIDENCE | RI | 02904 | NONE | PUBLIC CHARITY | PROVIDE SUPPORT FOR ADULTS WITH DISABILITIES | $5,000 | ||||
| FELLOWSHIP OF CHURCH PLANTERS | |||||||||||
| 90 ROBIN RD | PORTMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | RELIGIOUS & PLANTING & SPREADING THE GOSPEL OF JESUS | $146,300 | ||||
| FRONTIERS | |||||||||||
| PO BOX 60670 | PHOENIX | AZ | 85082 | NONE | PUBLIC CHARITY | RELIGIOUS EDUCATION | $20,000 | ||||
| ACTS SCHOOL | |||||||||||
| 1625 COLLINS HILL ROAD | LAWRENCEVILLE | GA | 30043 | NONE | PUBLIC CHARITY | EDUCATIONAL & RELIGIOUS EDUCATION & TRAINING | $3,300 | ||||
| MAKE A WISH | |||||||||||
| 20 HEMINGWAY DRIVE | RIVERSIDE | RI | 02915 | NONE | PUBLIC CHARITY | MEDICAL SERVICES TO CHILDREN WITH ILLNESSES | $10,000 | ||||
| THE RELATIONAL ENRICHMENT CENTER - IGHNAA FAMILY TRAINING | |||||||||||
| NONE | PUBLIC CHARITY | EDUCATIONAL & LEADERSHIP BUILDING | $320,000 | SUITE 206 OASIS BUILDING 2 | SWEIFIEH | JORDAN | JO | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,211,700 | 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 | $8,677 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,662 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,560 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $718,174 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $823,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $823,073 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| LISA HARDIMAN | ||||||
| 1 | PO BOX 897 | TAMPA | FL | 33601 | $175,000 | Yes (X) |
| DENNIS HARDIMAN | ||||||
| 2 | PO BOX 897 | TAMPA | FL | 33601 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & PROFESSIONAL | CategoryTxt |
| Amt | $2,095 | Amt |
| Net Investment Income | $1,095 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELATIONAL ENRICHMENT CENTER-IGHNAA FAMILY TRAINING | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OASIS BUILDING A SUITE 206 | AddressLine1 |
| City | SWEIFIETH | City |
| Province Or State | JORDON | ProvinceOrState |
| Country | JO | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2014-05-07 | GrantDt |
| Grant | $320,000 | GrantAmt |
| Purpose Of Grant | EDUCATIONAL PURPOSES, TRAINING AND RELATIONAL SKILLS DEVELOPMENT | PurposeOfGrantTxt |
| Expended By Grantee | $320,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | JUNE 2014 | DatesOfReportsByGranteeTxt |
| Verification | 2014-06-30 | VerificationDt |
| Results Of Verification | ALL GRANTS/FUNDS WERE USED FOR THE AGREED UPON PURPOSES. FOREIGN CHARITY USED FUNDS FOR CHARITABLE EDUCATIONAL PURPOSES. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BNY MELLON BONDS | BondNm |
| EOY Book Value | $84,600 | EOYBookValueAmt |
| EOYFMV | $92,887 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY MELLON STOCKS | StockNm |
| EOY Book Value | $3,743,720 | EOYBookValueAmt |
| EOYFMV | $4,697,819 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $362,034 | BookValueAmt |
| EOYFMV | $362,034 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER INVESTMENT EXPENSES | $470 | $470 | $0 |
| FILING FEE | $51 | $0 | $0 |
| Amortization | $629 | $629 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME - BNY MELLON | Desc |
| Revenue And Expenses Per Books | $2,560 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,560 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,560 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $50,487 | Amt |
| Net Investment Income | $50,487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| LISA HARDIMAN | |||
| PO BOX 897 | TAMPA | FL | 33601 |
| DENNIS HARDIMAN | |||
| PO BOX 897 | TAMPA | FL | 33601 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $235 | $235 | $0 |
| FEDERAL TAXES | $5,000 | $0 | $0 |