KINGS GRANT FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- KINGS GRANT FOUNDATION (EIN 05-0520607)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-13
- IRS object ID
- 201430449349100308
- Schema version
- 2012v2.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-13T14:32:54-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461787508 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NADEAU AND ASSOCIATES CPAS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 NEW LONDON AVENUE SUITE 350 | AddressLine1 |
| City | CRANSTON | City |
| State | RI | State |
| ZIP Code | 02920 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050520607 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KINGS GRANT FOUNDATION CO COURTNEY DESISTO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KING | NameControl |
| Phone | 8132293600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 897 | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 336010897 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | COURTNEY DESISTO | Name |
| Title | TRUSTEE | Title |
| Phone | 8132293600 | Phone |
| Date Signed | 2014-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Barbara Kennedy | Name |
| PTIN | P01423547 | PTIN |
| Phone | 4017326100 | Phone |
| Self Employed | X | SelfEmployed |
| 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 | 5521698 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2300000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 14483 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14483 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 87783 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 87783 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 261829 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1738987 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 261829 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 26 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 26 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2664121 | TotalRevenueAndExpenses |
| Total Net Investment Income | 364121 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5090 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 45691 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 45691 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5008 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1008 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 217 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 217 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 56006 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 46916 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2023147 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2023147 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2079153 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 46916 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2023147 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 584968 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 317205 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 17944 | CashBOY |
| Cash EOY | 13944 | CashEOY |
| Cash EOYFMV | 13944 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 621239 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1176543 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1176543 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3012778 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3074737 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3810393 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 367793 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 316432 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 389231 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 99397 | InvestmentsOtherBOY |
| Investments Other EOY | 131587 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 131587 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 4119151 | TotalAssetsBOY |
| Total Assets EOY | 4713243 | TotalAssetsEOY |
| Total Assets EOYFMV | 5521698 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 4119151 | RetainedEarningsBOY |
| Retained Earnings EOY | 4713243 | RetainedEarningsEOY |
| Total Net Assets BOY | 4119151 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4713243 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4119151 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4713243 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4119151 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 584968 | ExcessOfRevenueOverExpenses |
| Other Increases | 9124 | OtherIncreases |
| Subtotal | 4713243 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4713243 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| BNY MELLON #10524856000 | P | 2012-06-01 | 2013-06-17 | 1284250 | 1072762 | 211488 | 211488 |
| BNY MELLON #10524856010 | P | 2012-06-01 | 2013-06-21 | 173420 | 141795 | 31625 | 31625 |
| BNY MELLON #10524856020 | P | 2012-06-01 | 2013-06-25 | 276029 | 262601 | 13428 | 13428 |
| Capital Gains Dividends | P | 5288 | 5288 | 5288 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 261829 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1868424 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4908272 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.380668 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1962914 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5912753 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.331980 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3054677 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7040468 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.433874 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1774681 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6349294 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.279508 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1863096 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8249043 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.225856 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.651886 | TotalDistributionRatio |
| Average Distribution Ratio | 0.330377 | AverageDistributionRatio |
| Net Noncharitable Assets | 5336434 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1763035 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3172 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1766207 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2023147 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3172 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3172 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3172 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1824 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5000 | TaxPaidWithExtension |
| Total Credits And Payments | 6824 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 21 | PenaltyForUnderpayment |
| Overpayment | 3631 | Overpayment |
| Amount Credited To Next Year | 3631 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | RI | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COURTNEY DESISTO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8132293600 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 897 | AddressLine1 |
| City | TAMPA | City |
| State | FL | State |
| ZIP Code | 33601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 1 | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | 1 | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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 |
|---|---|---|---|---|---|---|---|---|
| LISA HARDIMAN | ||||||||
| PO BOX 897 | TAMPA | FL | 33601 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| COURTNEY DESISTO | ||||||||
| PO BOX 897 | TAMPA | FL | 33601 | TRUSTEE | 10.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4022332 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1395367 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5417699 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5417699 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 81265 | CashDeemedCharitable |
| Net Noncharitable Assets | 5336434 | NetNoncharitableAssets |
| Minimum Investment Return | 266822 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 266822 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3172 | TaxBasedOnInvestmentIncome |
| Total Tax | 3172 | TotalTax |
| Distributable Amount Before Adj | 263650 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 263650 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 263650 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2023147 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2023147 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3172 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2019975 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 263650 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1427446 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1459800 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 2706592 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1671288 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1627274 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 8892400 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2023147 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 263650 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1759497 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 10651897 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 1427446 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 9224451 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1459800 | ExcessFromYear4 |
| Excess From Year3 | 2706592 | ExcessFromYear3 |
| Excess From Year2 | 1671288 | ExcessFromYear2 |
| Excess From Year1 | 1627274 | ExcessFromYear1 |
| Excess From Current Year | 1759497 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LISA HARDIMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (16 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALLEGRO ORGANIZATIONAL SOLUTIONS INC | |||||||||||
| 5535 MEMORIAL DRIVE | HOUSTON | TX | 77007 | NONE | PUBLIC CHARITY | EDUCATIONAL & SERVICE LEARNING | $107,000 | ||||
| AT HIS FEET MEDICAL | |||||||||||
| 5606 HAWKE LAKE RD | LITHIA | FL | 33547 | NONE | PUBLIC CHARITY | MEDICAL SUPPORT | $19,500 | ||||
| CATHOLIC UNIVERSITY OF AMERICA | |||||||||||
| 620 MICHIGAN AVE NE | WASHINGTON | DC | 20064 | NONE | PUBLIC CHARITY | EDUCATIONAL & LEADERSHIP BUILDING | $84,000 | ||||
| ECKERD YOUTH ALTERNATIVE INC | |||||||||||
| 100 STARCREST DR | CLEARWATER | FL | 33765 | NONE | PUBLIC CHARITY | EDUCATION & PROMOTE WELL BEING OF CHILDREN | $10,000 | ||||
| EQUI KIDS | |||||||||||
| 2626 HERITAGE PARK DR | VIGINIA BEACH | VA | 23456 | NONE | PUBLIC CHARITY | PROVIDE SUPPORT FOR CHILDREN WITH LEARNING DISABILITIES | $5,000 | ||||
| FELLOWSHIP OF CHURCH PLANTERS | |||||||||||
| 90 ROBIN RD | PORTMOUTH | RI | 02871 | NONE | PUBLIC CHARITY | RELIGIOUS & PLANTING & SPREADING THE GOSPEL OF JESUS | $146,635 | ||||
| FRONTIERS | |||||||||||
| PO BOX 60670 | PHOENIX | AZ | 85082 | NONE | PUBLIC CHARITY | RELIGIOUS EDUCATION | $500,000 | ||||
| GORDON COLLEGE | |||||||||||
| 255 GRAPEVINE RD | WENHAM | MA | 01984 | NONE | PUBLIC CHARITY | EDUCATIONAL SERVICES | $50,000 | ||||
| CENTER FOR RELATIONAL LEADERSHIP | |||||||||||
| 2511 SOUTH LAKELINE BLVD | CEDER PARK | TX | 78613 | NONE | PUBLIC CHARITY | EDUCATIONAL & LEADERSHIP BUILDING | $484,912 | ||||
| THE INTERNATIONAL FOUNDATION | |||||||||||
| PO BOX 23813 | WASHINGTON | DC | 20026 | NONE | PUBLIC CHARITY | EDUCATIONAL, RELIGIOUS AND SERVICE LEARNING | $100,000 | ||||
| KELLY GREEN GLOBAL | |||||||||||
| PO BOX 949 | BRANDON | FL | 33509 | NONE | PUBLIC CHARITY | RELIGIOUS SERVICES & MINISTRY | $15,000 | ||||
| PATHWAYS | |||||||||||
| 810 ELM ST | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | EDUCATIONAL SERVICES | $5,000 | ||||
| SOUTH TAMPA FELLOWSHIP | |||||||||||
| 97 BISCAYNE BLVD | TAMPA | FL | 33606 | NONE | PUBLIC CHARITY | RELIGIOUS EDUCATION & SERVICES | $100,000 | ||||
| THE VENUE CHURCH | |||||||||||
| PO BOX 160506 | ALTAMONTE SPRINGS | FL | 32716 | NONE | PUBLIC CHARITY | RELIGIOUS EDUCATION & SERVICES | $10,000 | ||||
| WALK THE WALK | |||||||||||
| 203 BROOKS AVE | GAITHERSBURG | MD | 20877 | NONE | PUBLIC CHARITY | EDUCATIONAL CHILD DEVELOPMENT & COMMUNITY OUTREACH | $45,100 | ||||
| THE RELATIONAL ENRICHMENT CENTER - IGHNAA FAMILY TRAINING | |||||||||||
| NONE | PUBLIC CHARITY | EDUCATIONAL & LEADERSHIP BUILDING | $341,000 | SUITE 206 OASIS BUILDING 2 | SWEIFIEH | JORDAN | JO | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2023147 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | 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 | $14,483 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $87,783 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $261,829 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $364,121 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 364121 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | EMBRACE HOME LOANS INC | 25 ENTERPRISE CENTER | NEWPORT | RI | 02842 | 2000000 | X |
| 2 | DENNIS HARDIMAN | PO BOX 897 | TAMPA | FL | 33601 | 300000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & PROFESSIONAL | Category |
| Amount | $5,090 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RELATIONAL ENRICHMENT CENTER-IGHNAA FAMILY TRAINING | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OASIS BUILDING A SUITE 206 | AddressLine1 |
| City | SWEIFIETH | City |
| Province Or State | JORDON | ProvinceOrState |
| Country | JO | Country |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Date | 2013-04-18 | GrantDate |
| Grant | $341,000 | GrantAmount |
| Grant Purpose | EDUCATIONAL PURPOSES, TRAINING AND RELATIONAL SKILLS DEVELOPMENT | GrantPurpose |
| Amount Expended By Grantee | 341000 | AmountExpendedByGrantee |
| Dates Of Reports By Grantee | JUNE 2013 | DatesOfReportsByGrantee |
| Date Of Verification | 2013-06-30 | DateOfVerification |
| Results Of Verification | ALL GRANTS/FUNDS WERE USED FOR THE AGREED UPON PURPOSES FOR CHARITABLE EDUCATIONAL PURPOSES | ResultsOfVerification |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | BNY MELLON BONDS | NameOfBond |
| EOY Book Value | 316432 | EOYBookValue |
| EOYFMV | 389231 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | BNY MELLON STOCKS | NameOfStock |
| EOY Book Value | 3074737 | EOYBookValue |
| EOYFMV | 3810393 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 131587 | BookValue |
| EOYFMV | 131587 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMORTIZATION | Description |
| Revenue And Expenses Per Books | 217 | RevenueAndExpensesPerBooks |
| Net Investment Income | 217 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME - BNY MELLON | Description |
| Revenue And Expenses Per Books | 26 | RevenueAndExpensesPerBooks |
| Net Investment Income | 26 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RETAINED EARNINGS - PY COST BASIS ADJ | Description |
| Amount | $9,124 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $45,691 | Amount |
| Net Investment Income | 45691 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| EMBRACE HOME LOANS INC | |||
| 25 ENTERPRISE CENTER | NEWPORT | RI | 02842 |
| DENNIS HARDIMAN | |||
| PO BOX 897 | TAMPA | FL | 33601 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $1,008 | 1008 | 0 |
| FEDERAL TAXES | $4,000 | 0 | 0 |