NEWBERRY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NEWBERRY FAMILY CHARITABLE FOUNDATION (EIN 77-0472013)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-07-15
- IRS object ID
- 201401969349100215
- Schema version
- 2012v2.3
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-15T14:55:44-05:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LMGW CERTIFIED PUBLIC ACCOUNTANTS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770472013 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWBERRY FAMILY CHARITABLE FOUNDATI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NEWB | NameControl |
| Phone | 5105724595 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1630 | AddressLine1 |
| City | LIVINGSTON | City |
| State | MT | State |
| ZIP Code | 59047 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN G NEWBERRY | Name |
| Title | PRESIDENT & TREASURE | Title |
| Phone | 5105724595 | Phone |
| Date Signed | 2014-03-03 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW O WHEELER CPA | Name |
| Phone | 4082521800 | Phone |
| Date Prepared | 2014-03-04 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1136623 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 2714 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2714 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 20634 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20634 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 145172 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 729755 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1914 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 168520 | TotalRevenueAndExpenses |
| Total Net Investment Income | 25262 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 45000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 21600 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 23400 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 1480 | LegalFeesRevAndExpnss |
| Legal Fees Dsbrs Chrtbl Prps | 1480 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5530 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 5530 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 10 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 9947 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 9947 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 61967 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31547 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 30420 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 39600 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 39600 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 101567 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31547 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 70020 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 66953 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 240630 | CashBOY |
| Cash EOY | 116704 | CashEOY |
| Cash EOYFMV | 116704 | CashEOYFMV |
| Prepaid Expenses BOY | 742 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 37 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 37 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 599041 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 552810 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 552810 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 232805 | InvestmentsOtherBOY |
| Investments Other EOY | 467072 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 467072 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1073218 | TotalAssetsBOY |
| Total Assets EOY | 1136623 | TotalAssetsEOY |
| Total Assets EOYFMV | 1136623 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1073218 | RetainedEarningsBOY |
| Retained Earnings EOY | 1136623 | RetainedEarningsEOY |
| Total Net Assets BOY | 1073218 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1136623 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1073218 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1136623 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1073218 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 66953 | ExcessOfRevenueOverExpenses |
| Other Increases | -3548 | OtherIncreases |
| Subtotal | 1136623 | Subtotal |
| Total Net Assets Fund Balances EOY | 1136623 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1914 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 40458 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1035707 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.039063 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 77110 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1132860 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068067 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 340262 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1263097 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.269387 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 254331 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1322810 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.192266 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 439577 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1943361 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.226194 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.794977 | TotalDistributionRatio |
| Average Distribution Ratio | 0.158995 | AverageDistributionRatio |
| Net Noncharitable Assets | 1056439 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 167969 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 167969 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 70020 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| States Filed With | MT | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWBERRY FAMILY CHARITABLE FOUNDATI | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4088673011 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| STEPHEN G NEWBERRY | ||||||||
| 107 ELBOW CREEK ROAD | LIVINGSTON | MT | 59047 | PRESIDENT | 5.00 | 10000 | 0 | 0 |
| SHELLEY A NEWBERRY | ||||||||
| 107 ELBOW CREEK ROAD | LIVINGSTON | MT | 59047 | VICE PRESIDE | 5.00 | 15000 | 0 | 0 |
| RYAN S NEWBERRY | ||||||||
| 107 ELBOW CREEK ROAD | LIVINGSTON | MT | 59047 | DIRECTOR | 5.00 | 10000 | 0 | 0 |
| SCOTT M NEWBERRY | ||||||||
| 107 ELBOW CREEK ROAD | LIVINGSTON | MT | 59047 | DIRECTOR | 5.00 | 10000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 972580 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 99947 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1072527 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1072527 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 16088 | CashDeemedCharitable |
| Net Noncharitable Assets | 1056439 | NetNoncharitableAssets |
| Minimum Investment Return | 52822 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52822 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 52822 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 52822 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 52822 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 70020 | ExpensesAndContributions |
| Qualifying Distributions | 70020 | QualifyingDistributions |
| Adj Qualifying Distributions | 70020 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 52822 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 342495 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 188190 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 277613 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 21112 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 829410 | TotalExcessDistriCarryover |
| Qualifying Distributions | 70020 | QualifyingDistributions |
| Applied To Current Year | 52822 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 17198 | RemainingDistriFromCorpus |
| Total Corpus | 846608 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 342495 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 504113 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 188190 | ExcessFromYear4 |
| Excess From Year3 | 277613 | ExcessFromYear3 |
| Excess From Year2 | 21112 | ExcessFromYear2 |
| Excess From Current Year | 17198 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY FOUNDATION CSU CHICO | ||||||||
| 3114 VICKSBURG CT | CHICO | CA | 959290156 | EXEMPT | EDUCATION & HEALTH | $6,600 | ||
| MARK ALAN DOHERTY SCHOLARSHIP | ||||||||
| 5509 HACKER CIRCLE | CHEYENNE | WY | 820032934 | EXEMPT | EDUCATION-FINANCIAL COMPENSATION | $2,000 | ||
| DAVID ANDREW POOH MADDEN FOUNDATION | ||||||||
| PO BOX 475577 | SAN FRANCISCO | CA | 94147 | EXEMPT | YOUNG ADULT CANCER TREATMENT | $1,000 | ||
| LIVINGSTON YOUTH SOCCER ASSOCIATION | ||||||||
| PO BOX 556 | LIVINGSTON | MT | 59047 | EXEMPT | EDUCATION & HEALTH | $5,000 | ||
| ARROWHEAD SCHOOL PARENT TEACHER | ||||||||
| 1489 EAST RIVER ROAD | PRAY | MT | 59065 | EXEMPT | EDUCATION - ADOPT-A-STUDENT | $5,000 | EDUCATION | |
| UNIVERSITY FOUNDATION CSU CHICO | ||||||||
| CALIFORNIA STATE UNIVERS | CHICO | CA | 95973 | EXEMPT | ECOLOGICAL RESERVE ENDOWMENT | $2,000 | ||
| PARK COUNTY COMMUNITY FOUNDATION | ||||||||
| PO BOX 2199 | LIVINGSTON | MT | 59047 | EXEMPT | FIRE FUND | $2,000 | ||
| INTREPID FALLEN HEROES FUND | ||||||||
| 11 INTREPID SQUARE | NEW YORK | NY | 10036 | EXEMPT | SUPPORT OUR NATION'S SERVICE MEMBERS | $2,000 | W 46TH STREET 12TH AVE | |
| MARK ALAN DOHERTY SCHOLARSHIP | ||||||||
| 5509 HACKER CIRCLE | CHEYENNE | WY | 820032934 | EXEMPT | EDUCATIONAL - FINANCIAL AID | $2,000 | ||
| BOZEMAN DEACONESS FOUNDATION | ||||||||
| 931 HIGHLAND BLVD | BOZEMAN | MT | 59715 | EXEMPT | MEDICAL TECHNOLOGY SUPPORT | $2,000 | SUITE 3200 | |
| MYELIN REPAIR FOUNDATION | ||||||||
| 18809 COX AVENUE | SARATOGA | CA | 95070 | EXEMPT | MEDICAL RESEARCH FOR MS | $5,000 | SUITE 190 | |
| SECOND HARVEST FOOD BANK OF SANTA | ||||||||
| 750 CURTNER AVENUE | SAN JOSE | CA | 95125 | EXEMPT | COLLECT AND DISTRIBUTE FOOD | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 39600 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
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 | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | PROGRAMS TO ADVANCE FOOD QUALITY | PurposeOfGrantOrContribution |
| Amount | $100,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 100000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,714 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,634 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,914 | ExclusionAmount |
| Related Or Exempt Function Income | 143258 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $25,262 | ExclusionAmount |
| Related Or Exempt Function Income | 143258 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 168520 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $5,530 | Amount |
| Disbursements Charitable Prps | 5530 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| STEPHEN G NEWBERRY |
| SHELLEY A NEWBERRY |
| RYAN S NEWBERRY |
| SCOTT M NEWBERRY |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (8 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| SEE ATTACHMENT - MS 115287 | 2012-11 | PURCHASE | 2013-10 | 47888 | 51246 | -3358 |
| SEE ATTACHMENT - MS 115287 | 2012-11 | PURCHASE | 2013-10 | 65205 | 68740 | -3535 |
| SEE ATTACHMENT - MS 115290 | 2012-11 | PURCHASE | 2013-10 | 3899 | 4145 | -246 |
| SEE ATTACHMENT - MS 115290 | 2012-11 | PURCHASE | 2013-10 | 38288 | 28788 | 9500 |
| SEE ATTACHMENT - MS 115732 | 2012-11 | PURCHASE | 2013-10 | 34833 | 36963 | -2130 |
| SEE ATTACHMENT - MS 115732 | 2012-11 | PURCHASE | 2013-10 | 147259 | 114606 | 32653 |
| SEE ATTACHMENT - MS 12168 | 2012-11 | PURCHASE | 2013-10 | 101611 | 90690 | 10921 |
| SEE ATTACHMENT - MS 12168 | 2012-11 | PURCHASE | 2013-10 | 288858 | 189405 | 99453 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INVESTMENT MS 115290 | 73569 | 73569 |
| INVESTMENT MS 115732 | 37984 | 37984 |
| INVESTMENT MS 115287 | ||
| INVESTMENT MS 012168 | 441257 | 441257 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (4 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENT OTH 115287 | FMV | 66 | 66 |
| INVESTMENT OTH 115566 | FMV | 82345 | 82345 |
| INVESTMENT OTH 115290 | FMV | 40072 | 40072 |
| INVESTMENT OTH 115732 | FMV | 344589 | 344589 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $1,480 | Amount |
| Disbursements Charitable Prps | 1480 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ADVISORY FEES | 9315 | 9315 |
| MISCELLANEOUS EXPENSES | 632 | 632 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | -$3,548 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FEES | Category |
| Amount | $10 | Amount |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |