OVERSTREET FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- OVERSTREET FOUNDATION (EIN 59-6164658)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349100902
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T05:55:09-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RONALD BLUE & CO CPAS & CONSULTANTS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 RiverEdge Pkwy Ste 1100 | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30328 | 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 | 596164658 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Overstreet Foundation | BusinessNameLine1Txt |
| Business Name Line2 | co Ronald Blue & Co LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OVER | BusinessNameControlTxt |
| Phone | 4076188600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 Summit Tower Blvd | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen Sheldon | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | M Ellen Lucciola | PreparerPersonNm |
| PTIN | P01420851 | PTIN |
| Phone | 7706440500 | PhoneNum |
| 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 | $3,190,307 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,253 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,277,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,021 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$18,298 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$18,298 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $85,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,830 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,340 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $538 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,802 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,992 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,992 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $30,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $30,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,983 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,382 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $601 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,936 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,435 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,501 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $86,251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $51,604 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $369,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $334,604 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$283,421 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,351 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $76,645 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $76,645 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $445,705 | CorporateStockBOYAmt |
| Other Investments BOY | $3,019,611 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,137,601 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,113,662 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,497,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,214,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,190,307 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,497,667 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,214,246 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,497,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,214,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,497,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,214,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,497,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$283,421 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,214,246 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,214,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,021 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $209,893 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,558,564 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05898 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $205,803 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,544,969 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05806 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $257,008 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,679,269 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06985 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,882 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,511,825 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.00139 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,507 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,119,427 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00080 | DistributionYr5Rt |
| Total Distribution | 0.18908 | TotalDistributionRt |
| Average Distribution | 0.03782 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,352,147 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $126,768 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $552 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,320 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $334,604 | 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 | $552 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $552 | SubtotalAmt |
| Tax Based On Investment Income | $552 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,733 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,733 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,181 | OverpaymentAmt |
| Applied To ES Tax | $4,181 | 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 | FL | 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 | Zack Fulmer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4076188600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 Summit Tower Blvd Ste 260 | AddressLine1Txt |
| City | Orlando | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32810 | 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 | Yes (true) | 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 |
|---|---|---|---|---|---|---|
| Stephen Sheldon | ||||||
| 1900 Summit Tower Blvd 260 | Orlando | FL | 32810 | Trustee | 1.00 | $10,000 |
| Robin Sheldon | ||||||
| 1900 Summit Tower Blvd 260 | Orlando | FL | 32810 | Trustee | 1.00 | $0 |
| Nancy Kann | ||||||
| 1900 Summit Tower Blvd 260 | Orlando | FL | 32810 | Trustee | 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 | $3,327,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,403,195 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,403,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,352,147 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,607 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,607 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $552 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $552 | TotalTaxAmt |
| Distributable Before Adj | $167,055 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $167,055 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $167,055 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $334,604 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $334,604 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $552 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $334,052 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,055 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $77,833 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,713 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,353 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $149,899 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $334,604 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $167,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $167,549 | RemainingDistriFromCorpusAmt |
| Total Corpus | $317,448 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $317,448 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $77,833 | ExcessFromYear3Amt |
| Excess From Year2 | $30,713 | ExcessFromYear2Amt |
| Excess From Year1 | $41,353 | ExcessFromYear1Amt |
| Excess From Current Year | $167,549 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Lifesong for Orphans | ||||||||||
| 202 N Ford Street | Gridley | IL | 61744 | NOT RELATED | 501C 3 | general support | $50,000 | |||
| Grace Medical Home | ||||||||||
| 51 Pennsylavania Street | Orlando | FL | 32806 | NOT RELATED | 501C 3 | general support | $50,000 | |||
| CURE International | ||||||||||
| 701 Bosler Avenue | Lemoyne | PA | 17043 | NOT RELATED | 501C 3 | general support | $55,000 | |||
| Empart USA | ||||||||||
| 15455 Gleneagle Drive Ste 100 | Colorado Springs | CO | 80921 | UNRELATED | 501C 3 | General Support | $13,000 | |||
| International Justice Mission | ||||||||||
| Attn Donation Services PO Box 96961 | Washington | DC | 20090 | UNRELATED | 501C 3 | General Support | $20,000 | |||
| Living Water International | ||||||||||
| PO Box 35496 | Houston | TX | 77235 | UNRELATED | 501C 3 | General Support | $20,000 | |||
| Room to Read | ||||||||||
| Donate Svs 111 Sutter St 16 Floor | San Francisco | CA | 94104 | UNRELATED | 501C 3 | General Support | $15,000 | |||
| Under the Same Sun | ||||||||||
| UNRELATED | 501C 3 | General Support | $20,000 | 200 15127 100 Ave | Surrey BC | CA | ||||
| Paradigm Shift | ||||||||||
| 3472 Research Pkwy Ste 104-401 | Colorado Springs | CO | 80920 | UNRELATED | 501C 3 | General Support | $10,000 | |||
| SIM | ||||||||||
| PO Box 7900 | Charlotte | NC | 28241 | UNRELATED | 501C 3 | General Support | $20,000 | |||
| ELAM | ||||||||||
| 6231 PGA Blvd Ste 104-203 | Palm Beach Gardens | FL | 33418 | UNRELATED | 501C 3 | General Support | $10,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,253 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,021 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Other Passthrough Income | 14 | -$9,994 |
| Sec 1256 Gain/(loss) | 14 | -$8,304 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $85,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,830 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Expense | $332 | $332 | $0 | $0 |
| Investment Fees | $20,660 | $20,660 | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Fidelity Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,137,601 | BookValueAmt |
| EOYFMV | $3,113,662 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation | CategoryTxt |
| Legal Fees | $2,340 | LegalFeesAmt |
| Net Investment Income | $538 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,802 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Passthrough Income | -$9,994 | -$9,994 |
| Sec 1256 Gain/(loss) | -$8,304 | -$8,304 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Professional Fees | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Federal Tax Payment | $4,000 | ||
| Foreign Tax on Investment Income | $3,203 | $3,203 | |
| Payroll tax | $780 | $179 | $601 |