MARK E SMITH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MARK E SMITH FOUNDATION (EIN 26-3443305)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-23
- IRS object ID
- 201431439349100803
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-23T12:04:51-00:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDMILA SMITH CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 930 TAHOE BLVD 802-393 | AddressLine1 |
| City | INCLINE VILLAGE | City |
| State | NV | State |
| ZIP Code | 89451 | 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 | 263443305 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK E SMITH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARK | BusinessNameControlTxt |
| Phone | 7753135818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4049 | AddressLine1 |
| City | INCLINE VILLAGE | City |
| State | NV | State |
| ZIP Code | 89450 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2014-05-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUDMILA SMITH | PreparerPersonNm |
| Phone | 7756366601 | PhoneNum |
| Preparation | 2014-05-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $382,639 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $36,061 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $885 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $885 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,569 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,663 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,600 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $12,063 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $59,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,054 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,063 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,683 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $264 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,099 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,816 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $283 | TaxesAdjNetIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,178 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,178 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $233 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Adj Net Incm | $233 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $90 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $90 | PrintingAndPubNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $11,466 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $23,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,246 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,284 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,284 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,460 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,246 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,284 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,456 | CashBOYAmt |
| Cash EOY | $4,313 | CashEOYAmt |
| Cash EOYFMV | $4,313 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,651 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,651 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $82,640 | AcctRcvblAmt |
| Acct Rcvbl BOY | $82,640 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $82,640 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $82,640 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $196,067 | CorporateStockBOYAmt |
| Corporate Stock EOY | $196,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,423 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $14,423 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,350 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $317,351 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $310,245 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $232,685 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $617,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $621,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $382,639 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $617,621 | UnrestrictedBOYAmt |
| Unrestricted EOY | $621,339 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $617,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $621,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $617,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $621,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $617,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,718 | ExcessRevenueOverExpensesAmt |
| Subtotal | $621,339 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $621,339 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $34,410 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $591,303 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.058194 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $33,110 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $354,731 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.093338 | DistributionYr2Rt |
| Total Distribution | 000.151532 | TotalDistributionRt |
| Average Distribution | 000.075766 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $423,464 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $32,084 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $32,085 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $32,284 | 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 | $1 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1 | SubtotalAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $223 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $223 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $223 | OriginalReturnTaxPaidAmt |
| Overpayment | $222 | OverpaymentAmt |
| Applied To ES Tax | $222 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | NV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK SMITH | IndividualWithBooksNm |
| Phone | 7753135818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4049 | AddressLine1 |
| City | INCLINE VILLAGE | City |
| State | NV | State |
| ZIP Code | 89450 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MARK SMITH | ||||||
| PO BOX 4049 | INCLINE VILLAGE | NV | 89450 | PRESIDENT | 000.25 | $0 |
| MARK SMITH | ||||||
| PO BOX 4049 | INCLINE VILLAGE | NV | 89450 | SECRETARY | 000.00 | $0 |
| MARK SMITH | ||||||
| PO BOX 4049 | INCLINE VILLAGE | NV | 89450 | TREASURER | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $175,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $240,104 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $429,913 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $429,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,449 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $423,464 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,173 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1 | TotalTaxAmt |
| Distributable Before Adj | $21,172 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $21,172 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $21,172 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,284 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $32,284 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $32,283 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $21,172 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $16,113 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,392 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,001 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,506 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $32,284 | QualifyingDistributionsAmt |
| Applied To Current Year | $21,172 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,112 | RemainingDistriFromCorpusAmt |
| Total Corpus | $67,618 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $67,618 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $16,113 | ExcessFromYear3Amt |
| Excess From Year2 | $34,392 | ExcessFromYear2Amt |
| Excess From Year1 | $6,001 | ExcessFromYear1Amt |
| Excess From Current Year | $11,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK SMITH | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LUCILLE PACKARD CHILDREN'S HOSPITAL | ||||||
| 725 WELCH ROAD | PALO ALTO | CA | 94304 | NONE | TO COVER MEDICAL EXPENSES OF JOSEPHINE VACA | $4,801 |
| DR JOHANNA KOCH | ||||||
| 889 ALDER AVE 203 | INCLINE VILLAGE | NV | 89451 | NONE | TO COVER MEDICAL EXPENSES OF JOSEPHINE VACA | $90 |
| PROJECT MANA | ||||||
| 948 LINCILE WAY | INCLINE VILLAGE | NV | 89451 | NONE | TO PROVIDE FUNDS FOR FOOD | $12,235 |
| TAHOE SAFE ALLIANCE | ||||||
| 12257 BUSINESS PARK DR 6 | TRUCKEE | CA | 96161 | NONE | TO SUPPORT COMMUNITY SAFETY AND EDUCATION | $13,700 |
| SIERRA EYE ASSOCIATION | ||||||
| 950 RYLAND ST | RENO | NV | 89502 | NONE | TO COVER MEDICAL EXPENSES OF JOSEPHINE VACA | $46 |
| CHILDREN IN MOTION | ||||||
| 10587 DOUBLE R BLVD 101 | RENO | NV | 89521 | NONE | TO COVER MEDICAL EXPENSES OF JOSEPHINE VACA | $412 |
| TAHOE EXPEDITIONARY ACADEMY | ||||||
| 8651 SPECKLED AVE | KINGS BEACH | CA | 96143 | NONE | TO SUPPORT EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,284 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Fees Contracts From Govt Ag FeesContractsFromGovtAgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 221000 | BusinessCd |
| Unrelated Business Taxbl Incm | $12,063 | UnrelatedBusinessTaxblIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $885 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,569 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASS-THROUGH ENTITIES | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,600 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $12,063 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,054 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,117 | 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 | Yes (true) | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1b(6) | LineNumberTxt |
| Involved | $12,062 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IVGID | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | TRASH INSPECTION AND CLEAN UP | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARK SMTIH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4049 | AddressLine1 |
| City | INCLINE VILLAGE | City |
| State | NV | State |
| ZIP Code | 89450 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,920 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OIL AND GAS DEPLETION | PropertyDesc |
| Prior Year Depreciation | $2,063 | PriorYearDepreciationAmt |
| Current Year Expense | $2,178 | CurrentYearExpenseAmt |
| Net Investment Income | $2,178 | NetInvestmentIncomeAmt |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | DEAN WITTER DISCOVER DEBENTURES 6.75 2016-01-01 | BondNm |
| EOY Book Value | $14,423 | EOYBookValueAmt |
| EOYFMV | $14,350 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 70 shares of AUSENCO LTD | StockNm |
| EOY Book Value | $196,067 | EOYBookValueAmt |
| EOYFMV | $35,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORAL 14 | $29,146 | $21,860 |
| CORAL 15 | $32,352 | $24,264 |
| CORAL 16 | $9,639 | $7,229 |
| CORAL 18 | $32,012 | $24,009 |
| CORAL 20 | $8,656 | $6,492 |
| CORAL 21 | $36,582 | $27,436 |
| CORAL 22 | $38,127 | $28,595 |
| CORAL 23 | $5,630 | $4,223 |
| CORAL 25 | $50,322 | $37,742 |
| CORAL 28 | $19,197 | $14,398 |
| CORAL 34 | $45,000 | $33,750 |
| CORAL 24 | $3,582 | $2,687 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BANK FEES | $60 | $6 | $54 |
| SUPPLIES - FIELD | $1,552 | $1,552 | |
| OUTSIDE CONTRACT SERVICE | $7,263 | $7,263 | |
| POSTAGE SHIPPING | $29 | $29 | |
| SUPPLIES - OFFICE | $259 | $259 | |
| TELEPHONE AND TELECOMMUNICATION | $563 | $563 | |
| INSURANCE | $1,558 | $1,558 | |
| PRINTING AND COPYING | $209 | $21 | $188 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CORAL 14 JOINT VENTURE, EIN 56-2520551 | -$372 | -$372 | |
| CORAL 15 JOINT VENTURE, EIN 38-3729232 | $170 | $170 | |
| CORAL 16 JOINT VENTURE, EIN 76-0817231 | -$152 | -$152 | |
| CORAL 18 JOINT VENTURE, EIN 37-1517117 | $198 | $198 | |
| CORAL 20 JOINT VENTURE, EIN 76-0817232 | $425 | $425 | |
| CORAL 21 JOINT VENTURE, EIN 76-0817233 | $208 | $208 | |
| CORAL 22 JOINT VENTURE, EIN 76-0817238 | $1,180 | $1,180 | |
| CORAL 23 JOINT VENTURE, EIN 76-1770051 | -$134 | -$134 | |
| CORAL 24 JOINT VENTURE, EIN 06-1770056 | $310 | $310 | |
| CORAL 25 JOINT VENTURE, EIN 56-2618694 | -$172 | -$172 | |
| CORAL 28 JOINT VENTURE, EIN 30-0388778 | $266 | $266 | |
| CORAL 34 JOINT VENTURE, EIN 80-0159641 | -$327 | -$327 | |
| PROGRAM SERVICE INCOME | $12,063 | $12,063 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BOOKKEEPING | $264 | $264 | |
| FUNDRAISING | $4,555 | $4,555 | |
| INVESTMENT MANAGEMENT FEES | $864 | $864 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK SMITH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4049 | AddressLine1 |
| City | INCLINE VILLAGE | City |
| State | NV | State |
| ZIP Code | 89450 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,484 | $1,484 | |
| EXCISE TAX ON INVESTMENTS | $300 | $300 | |
| BUSINESS LICENSE RENEWAL | $315 | $32 | $283 |