THE WINDERMERE ISLAND FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE WINDERMERE ISLAND FOUNDATION INC (EIN 30-0032200)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-08
- IRS object ID
- 201411289349100041
- Schema version
- 2013v3.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-08T11:01:33-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39300 W TWELVE MILE RD SUITE 100 | AddressLine1 |
| City | FARMINGTON HILLS | City |
| State | MI | State |
| ZIP Code | 483312989 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300032200 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WINDERMERE ISLAND FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WIND | BusinessNameControlTxt |
| Phone | 3136492020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LM KOHN CO 63 KERCHEVAL AVE NO | AddressLine1 |
| Address Line2 | 301 | AddressLine2 |
| City | GROSSE POINTE FARMS | City |
| State | MI | State |
| ZIP Code | 48236 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER T KROSS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3136492020 | PhoneNum |
| Signature | 2014-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | H JAMES BOYES JD CPA | PreparerPersonNm |
| PTIN | P00048294 | PTIN |
| Phone | 2485791100 | PhoneNum |
| Preparation | 2014-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $504,172 | 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 | $69,220 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $110 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $74,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,858 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $95 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $47 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,319 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,259 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,811 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $149,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $176,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $176,292 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $274,099 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $327,880 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $327,880 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $25 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $423,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $504,172 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $504,172 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $23 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $306,820 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $306,820 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $116,462 | RetainedEarningBOYAmt |
| Retained Earning EOY | $197,329 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $423,282 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $504,149 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $423,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $504,172 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $423,282 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,259 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,608 | OtherIncreasesAmt |
| Subtotal | $504,149 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $504,149 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 300 SH TRIMAS COPR | PropertyDesc |
| Acquired | 2013-12-18 | AcquiredDt |
| Sold | 2013-12-19 | SoldDt |
| Gross Sales Price | $11,582 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,472 | CostOrOtherBasisAmt |
| Gain Or Loss | $110 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $110 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $110 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,947 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $371,945 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.110089 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $49,834 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $288,992 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.172441 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $15,220 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $217,555 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069959 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,680 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $217,409 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053724 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,083 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $213,687 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047186 | DistributionYr5Rt |
| Total Distribution | 0.453399 | TotalDistributionRt |
| Average Distribution | 0.090680 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $421,129 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,188 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $48 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $39,500 | 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 | $48 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25 | TotalPaymentsAndCreditsAmt |
| Tax Due | $23 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER T KROSS | IndividualWithBooksNm |
| Phone | 3136492020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 63 KERCHEVAL AVE SUITE 301 | AddressLine1 |
| City | GROSSE POINTE FARMS | City |
| State | MI | State |
| ZIP Code | 48236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| LIZ BARRATT BROWN | |||||||||
| 4900 47TH STREET NW | WASHINGTON | DC | 20016 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| MICHAEL FOSTER | |||||||||
| 400 GREENWOOD CREEK FARM LANE | GRASONVILLE | MD | 21638 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| GRETCHEN JACKSON | |||||||||
| 546 STREET RD RD2 | WEST GROVE | PA | 19390 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| LUCI BANIES JOHNSON | |||||||||
| NORTHWOOD TOWER 114 W 7TH STREET | AUSTIN | TX | 78701 | DIRECTOR | 0.00 | $0 | $0 | $0 | SUITE 900 |
| JAY I KISLAK | |||||||||
| 7900 MIAMI LAKES DRIVE WEST | MIAMI LAKES | FL | 33016 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| PETER T KROSS | |||||||||
| 248 GROSSE POINTE BLVD | GROSSE POINTE FARMS | MI | 48236 | TREASURER | 0.00 | $0 | $0 | $0 | |
| TONI LABOITEAUX | |||||||||
| 548 LIBERTY HILL | CINNCINNATI | OH | 45202 | PRESIDENT | 0.00 | $0 | $0 | $0 | |
| SUSAN WALTON | |||||||||
| 1238 ASPEN DR | EVERGREEN | CO | 80438 | VICE PRESIDENT/SECRETARY | 0.00 | $0 | $0 | $0 | |
| KATHRYN M HAIDER | |||||||||
| 6 COURT OF COBBLESTONES | NORTHBROOK | IL | 60062 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $299,216 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $427,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $427,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,413 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $421,129 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48 | TotalTaxAmt |
| Distributable Before Adj | $21,008 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $21,008 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $21,008 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $48 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $39,452 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,008 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $28,952 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,456 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,408 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,008 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,492 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $69,900 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,900 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $28,952 | ExcessFromYear2Amt |
| Excess From Year1 | $22,456 | ExcessFromYear1Amt |
| Excess From Current Year | $18,492 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DEEP CREEK MIDDLE SCHOOL | |||||||||||
| PO BOX 5910 15 ROSZEL ROAD | PRINCETON | NJ | 08543 | NONE | 501(C)(3) | EDUCATION | $10,000 | ||||
| EXCEPTIONAL EDUCATION OUTREACH | |||||||||||
| NONE | 501(C)(3) | EDUCATION AND LITERACY OUTREACH PROGRAMS FOR STUDENTS AND THEIR COMMUNITIES. | $12,500 | PO BOX EL-27194 | HARBOUR ISLAND | ELEUTHERA | BF | ||||
| PET PALS | |||||||||||
| NONE | 501(C)(3) | ANIMAL RESCUE | $2,000 | PO BOX EL-26518 | TARPUM BAY | ELEUTHERA | BF | ||||
| SOUTH ELEUTHERA EMERGENCY PARTNERS | |||||||||||
| NONE | 501(C)(3) | EMERGENCY OPERATION CENTERS | $5,000 | LORDS STREET | TARPUM BAY | ELEUTHERA | BF | ||||
| TARPUM BAY HISTORICAL & HERITAGE SOCIETY | |||||||||||
| NONE | 501(C)(3) | EDUCATION THROUGH THE ARTS | $10,000 | LORDS STREET | TARPUM BAY | ELEUTHERA | BF | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,748 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $110 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,858 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,858 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MR MRS ROY JACKSON | |||||||
| 1 | 546 STREET ROAD RD 2 | WEST GROVE | PA | 19390 | $11,000 | Yes (X) | |
| JOHN FISHER JENNIFER CALDWELL LIVIN | |||||||
| 2 | 3620 CLAY STREET | SAN FRANCISCO | CA | 94118 | $10,000 | Yes (X) | |
| TONI LABOITEAUX | |||||||
| 3 | 548 LIBERTY HILL | CINCINNATI | OH | 45202 | $5,000 | Yes (X) | |
| KATHRYN HAIDER | |||||||
| 4 | 6 COURT OF COBBLESTONES | NORTHBROOK | IL | 60062 | $10,000 | Yes (X) | |
| PETER PEGGY KROSS | |||||||
| 5 | 248 GROSSE POINTE BLVD | GROSSE POINTE FARMS | MI | 48236 | $11,472 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 5 | ContributorNum |
| Noncash Property | 300 SH TRIMAS CORP | NoncashPropertyDesc |
| Fair Market Value | $11,472 | FairMarketValueAmt |
| Received | 2013-12-18 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $975 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LEONARD & COMPANY # 762-11053 | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $327,880 | BookValueAmt |
| EOYFMV | $327,880 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $25 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE EXPENSES | Desc |
| Revenue And Expenses Per Books | $3,249 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $50,608 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $23 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $48 | $0 | $0 |
| FOREIGN TAX PAID | $47 | $47 | $0 |