NEWBERRY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NEWBERRY FAMILY CHARITABLE FOUNDATION (EIN 77-0472013)
- Tax period
- 2013-11-01 to 2014-10-31
- Filed
- 2015-09-11
- IRS object ID
- 201532549349100123
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-09-11T16:43:35-05:00 | ReturnTs |
| Tax Period End | 2014-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261508234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LMGW CERTIFIED PUBLIC ACCOUNTANTS LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20520 PROSPECT ROAD SUITE 200 | AddressLine1 |
| City | SARATOGA | City |
| State | CA | State |
| ZIP Code | 95070 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770472013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWBERRY FAMILY CHARITABLE FOUNDATI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWB | BusinessNameControlTxt |
| Phone | 5105724595 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1630 | AddressLine1 |
| City | LIVINGSTON | City |
| State | MT | State |
| ZIP Code | 590474700 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN G NEWBERRY | PersonNm |
| Person Title | PRESIDENT & TREASURE | PersonTitleTxt |
| Phone | 5105724595 | PhoneNum |
| Signature | 2015-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW O WHEELER CPA | PreparerPersonNm |
| PTIN | P00759706 | PTIN |
| Phone | 4082521800 | PhoneNum |
| Preparation | 2015-07-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,177,264 | 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 | $2,316 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,316 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,093 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,093 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,306 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $234,213 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,306 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,678 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,678 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $47,393 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,393 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $21,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,150 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,150 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,206 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,206 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $63 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,533 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $58,952 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,816 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,952 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,816 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,559 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $116,704 | CashBOYAmt |
| Cash EOY | $189,956 | CashEOYAmt |
| Cash EOYFMV | $189,956 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $37 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $552,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $541,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $541,900 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $467,072 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $445,408 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $445,408 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,136,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,177,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,177,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,136,623 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,177,264 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,136,623 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,177,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,136,623 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,177,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,136,623 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,559 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,200 | OtherIncreasesAmt |
| Subtotal | $1,177,264 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,177,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | 2013-11-01 | 2014-10-31 | $165,949 | $164,690 | $1,259 | $1,259 |
| PUBLICLY TRADED SECURITIES - LT | P | 2013-10-30 | 2014-10-31 | $68,264 | $48,217 | $20,047 | $20,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,306 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,259 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,020 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,056,439 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066279 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,458 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,035,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039063 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $77,110 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,132,860 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068067 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $340,262 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,263,097 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.269387 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $254,331 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,322,810 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.192266 | DistributionYr5Rt |
| Total Distribution | 0.635062 | TotalDistributionRt |
| Average Distribution | 0.127012 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,111,165 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $141,131 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $183 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $141,314 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,816 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $365 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $365 | SubtotalAmt |
| Tax Based On Investment Income | $365 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $365 | TaxDueAmt |
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 | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MT | 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 | NEWBERRY FAMILY CHARITABLE FOUNDATI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4088673011 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1630 | AddressLine1 |
| City | LIVINGSTON | City |
| State | MT | State |
| ZIP Code | 590474700 | ZIPCode |
| 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN G NEWBERRY | ||||||||
| 107 ELBOW CREEK ROAD | LIVINGSTON | MT | 59047 | PRESIDENT | 5.00 | $10,000 | $0 | $0 |
| SHELLEY A NEWBERRY | ||||||||
| 107 ELBOW CREEK ROAD | LIVINGSTON | MT | 59047 | VICE PRESIDE | 5.00 | $15,000 | $0 | $0 |
| RYAN S NEWBERRY | ||||||||
| 107 ELBOW CREEK ROAD | LIVINGSTON | MT | 59047 | DIRECTOR | 5.00 | $10,000 | $0 | $0 |
| SCOTT M NEWBERRY | ||||||||
| 107 ELBOW CREEK ROAD | LIVINGSTON | MT | 59047 | DIRECTOR | 5.00 | $10,000 | $0 | $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 |
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 | $957,413 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,677 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,128,086 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,128,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,111,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,558 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,558 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $365 | TotalTaxAmt |
| Distributable Before Adj | $55,193 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,193 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,193 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,816 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $44,816 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,816 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,193 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $188,190 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $277,613 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,112 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $17,198 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $504,113 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,816 | QualifyingDistributionsAmt |
| Applied To Current Year | $44,816 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $10,377 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,377 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $493,736 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $177,813 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $315,923 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $277,613 | ExcessFromYear4Amt |
| Excess From Year3 | $21,112 | ExcessFromYear3Amt |
| Excess From Year1 | $17,198 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WARRIORS & QUIET WATERS FOUNDATION | |||||||
| 1087 STONERIDGE DR | SUITE 1 | BOZEMAN | MT | 59718 | EXEMPT | VETERAN SUPPORT & REINTEGRATION | $5,000 |
| RED ANGUS ASSOCIATION | |||||||
| 4201 N INTERSTATE 35 | DENTON | TX | 762073415 | EXEMPT | PROGRAMS TO ADVANCE FOOD QUALITY | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RED ANGUS ASSOCIATION | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 N INTERSTATE 35 | AddressLine1 |
| City | DENTON | City |
| State | TX | State |
| ZIP Code | 762073415 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | EXEMPT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAMS TO ADVANCE FOOD QUALITY | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,316 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,093 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,306 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $47,393 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,393 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,206 | Amt |
| Disbursements Charitable Prps | $4,206 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (4 entries)
| STEPHEN G NEWBERRY |
| SHELLEY A NEWBERRY |
| RYAN S NEWBERRY |
| SCOTT M NEWBERRY |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT MS 115290 | ||
| INVESTMENT MS 115732 | ||
| INVESTMENT MS 012168 | ||
| CORPORATE STOCK | $541,900 | $541,900 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT OTH 115287 | FMV | ||
| INVESTMENT OTH 115566 | FMV | ||
| INVESTMENT OTH 115290 | FMV | ||
| INVESTMENT OTH 115732 | FMV | ||
| OTHER INVESTMENTS | FMV | $445,408 | $445,408 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,150 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,150 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ADVISORY FEES | $7,509 | $7,509 |
| MISCELLANEOUS EXPENSES | $24 | $24 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,678 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,678 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $67,200 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE FEES | $60 | $60 | |
| FOREIGN TAXES PAID | $3 | $3 |