PETER & NANCY SALTER FAMILY FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- PETER & NANCY SALTER FAMILY FOUNDATION INC (EIN 20-1828772)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-10
- IRS object ID
- 201513149349101411
- Schema version
- 2014v5.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-10T15:41:42-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203815450 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | URKE & STOLLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11811 N TATUM BLVD STE 1060 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201828772 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PETER & NANCY SALTER FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PETE | BusinessNameControlTxt |
| Phone | 6023884632 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK ROAD STE 854 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER W SALTER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6023884632 | PhoneNum |
| Signature | 2015-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN K URKE | PreparerPersonNm |
| PTIN | P00290440 | PTIN |
| Phone | 6028675058 | PhoneNum |
| Preparation | 2015-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,554,650 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $316,713 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $316,713 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $316,713 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $61,675 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,675 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $61,675 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,576,079 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,535,903 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$20,942 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,868 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$20,942 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,133,525 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $388,256 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $357,446 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $85 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $85 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $85 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,213 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,213 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,213 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $229 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $229 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $229 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $257 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $257 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,784 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,784 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $950,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $950,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $953,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,784 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,784 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $950,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,179,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $384,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $353,662 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $754,918 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,416,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,416,867 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,495,967 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,328,106 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,713,045 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,784,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,385,823 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,424,738 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,260 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $16,038,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,130,796 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,554,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,038,492 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,130,796 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,038,492 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,130,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,038,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,130,796 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,038,492 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,179,741 | ExcessRevenueOverExpensesAmt |
| Subtotal | $17,218,233 | SubtotalAmt |
| Other Decreases | $87,437 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,130,796 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,050,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,753,614 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.059143 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $990,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,991,036 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058266 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,499,422 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,380,963 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.143802 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $205,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,629,326 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044283 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $135,395 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,208,834 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042194 | DistributionYr5Rt |
| Total Distribution | 0.347688 | TotalDistributionRt |
| Average Distribution | 0.069538 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,195,837 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,195,764 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,845 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,199,609 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $950,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,689 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,689 | SubtotalAmt |
| Tax Based On Investment Income | $7,689 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,884 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $14,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,884 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Overpayment | $8,157 | OverpaymentAmt |
| Applied To ES Tax | $8,157 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | 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 |
| Individual With Books | THE ORGANIZATION | IndividualWithBooksNm |
| Phone | 6023884632 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK RD 854 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER W SALTER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK ROAD 854 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,213,277 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,244,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,457,703 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,457,703 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $261,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,195,837 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $859,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $859,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,689 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,689 | TotalTaxAmt |
| Distributable Before Adj | $852,103 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $852,103 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $852,103 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $950,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $950,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $950,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $852,103 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $1,582,497 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $141,338 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $166,415 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,890,250 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $950,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $852,103 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,897 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,988,147 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,988,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,582,497 | ExcessFromYear3Amt |
| Excess From Year2 | $141,338 | ExcessFromYear2Amt |
| Excess From Year1 | $166,415 | ExcessFromYear1Amt |
| Excess From Current Year | $97,897 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER NANCY SALTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| UNIVERSITY OF NEBRASKA | |||||
| 1010 LINCOLN MANN STE 30 | LINCOLN | NE | 68508 | UNL COLLEGE OF BUSINESS BUILDING | $500,000 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | MCKALE CENTER | $400,000 |
| THE UNIVERSITY OF UTAH | |||||
| 201 PRESIDENTS CIRCLE 203 | SALT LAKE CITY | UT | 84112 | PATIENT CARE, EDUCATION, RESEARCH | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $950,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,713 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,675 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,868 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,576,079 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd |
|---|---|---|---|
| BREITBURN ENERGY PARTNERS L | 25 | -$3,421 | |
| ICAHN ENTERPRISES LP-ORD LO | 25 | -$14,121 | |
| ICAHN ENTERPRISES LP-OTHINC | 25 | $2,464 | |
| ENERGY TRANSFER EQUITY LP | 25 | -$15,732 | |
| TEST-DELETE | 531390 | ||
| TEST-DELETE | 211110 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $347,578 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,585,947 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,933,525 | 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 | PETER NANCY SALTER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3104 E CAMELBACK RD | AddressLine1Txt |
| Address Line2 | SUITE 854 | AddressLine2Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $3,213 | Amt |
| Net Investment Income | $3,213 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,213 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| LONG-TERM GAINS | 2012-01 | PURCHASE | 2014-10 | $3,208,404 | $1,957,703 | $1,250,701 |
| SHORT-TERM GAINS | 2013-05 | PURCHASE | 2014-03 | $1,327,499 | $1,002,121 | $325,378 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KINDER MORGAN MGMT LLC | ||
| ICAHN ENTERPRISES LTD PARTNERSHIP | ||
| KIMBERLY CLARK CORP | ||
| BREITBURN ENERGY PARTNERS UNIT LIMIT | ||
| ABBVIE INC | $252,366 | $260,124 |
| ALIBABA GROUP HOLDING LTD | $250,282 | $235,944 |
| BECTON DICKINSON & CO | $505,935 | $549,238 |
| HALYARD HEALTH INC | $14,442 | $20,462 |
| JOHNSON & JOHNSON | $504,068 | $484,150 |
| KIMBERLY CLARK CORP | $836,911 | $932,408 |
| PROCTER & GAMBLE CO | $251,580 | $256,874 |
| TEVA PHARMACEUTICAL | $253,167 | $249,622 |
| 3M COMPANY | $505,205 | $533,615 |
| ENERGY TRANSFER EQUITY | $1,011,867 | $902,301 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,328,106 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,713,045 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | K-1 INVESTMENT CHANGE | CategoryOrItemTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $85 | LegalFeesAmt |
| Net Investment Income | $85 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85 | AdjustedNetIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED DECREASE IN MARKET VALUE | Desc |
| Amt | $87,437 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ICAHN ENTERPRISES LP RENTAL | $579 | $579 | $579 |
| ICAHN ENTERPRISES LP ST CAP | -$15,277 | -$15,277 | -$15,277 |
| ICAHN ENTERPRISES LP LT CAP | $25,068 | $25,068 | $25,068 |
| ENERGY TRANSFER EQUITY RENTAL | -$27 | -$27 | -$27 |
| ENERGY TRANSFER EQUITY OTHREN | -$2 | -$2 | -$2 |
| ENERGY TRANSFER EQUITY LT CAP | -$226 | -$226 | -$226 |
| ENERGY TRANSFER EQUITYSEC1231 | -$248 | -$248 | -$248 |
| ENERGY TRANSFER EQUITY LP K-1 | $1 | $1 | $1 |
| BREITBURN ENERGY PARTNERS LP | -$3,421 | -$3,421 | |
| ICAHN ENTERPRISES LP-ORD LOSS | -$14,121 | -$14,121 | |
| ICAHN ENTERPRISES LP-OTHINC | $2,464 | $2,464 | |
| ENERGY TRANSFER EQUITY LP | -$15,732 | -$15,732 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ICAHN ENTERPRISES LP INVESTEXP | CategoryTxt |
| Amt | $229 | Amt |
| Net Investment Income | $229 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $229 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TEVA PHARMACEUTICAL | $206 | $206 | $206 |
| ICAHN ENTERPRISES LP FOREIGNTAX | $51 | $51 | $51 |