HEERSINK FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEERSINK FAMILY FOUNDATION (EIN 20-8640992)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-08
- IRS object ID
- 201331289349100628
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-08T11:24:01-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 631035228 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSON THORNTON & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6965 | AddressLine1 |
| City | DOTHAN | City |
| State | AL | State |
| ZIP Code | 363026965 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208640992 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MARNIX AND MARY HEERSINK CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARN | NameControl |
| Phone | 3347932211 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 ROSS CLARK CIRCLE | AddressLine1 |
| City | DOTHAN | City |
| State | AL | State |
| ZIP Code | 36301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR MARNIX HEERSINK | Name |
| Title | PRESIDENT | Title |
| Phone | 3347932211 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DENESE CULBRETH | Name |
| PTIN | P00286802 | PTIN |
| Phone | 3347937001 | Phone |
| Date Prepared | 2013-05-02 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3963 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 65981 | ContriReceivedRevAndExpnss |
| Net Gain Sale Assets Rev And Expnss | 373 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 66354 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 373 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 66354 | TotalRevenueAndExpenses |
| Total Net Investment Income | 373 | 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 | 325 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 325 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 69815 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 69815 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 70140 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 69815 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -3786 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 373 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7749 | CashBOY |
| Cash EOY | 3963 | CashEOY |
| Cash EOYFMV | 3963 | CashEOYFMV |
| Total Assets BOY | 7749 | TotalAssetsBOY |
| Total Assets EOY | 3963 | TotalAssetsEOY |
| Total Assets EOYFMV | 3963 | 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 | 7749 | RetainedEarningsBOY |
| Retained Earnings EOY | 3963 | RetainedEarningsEOY |
| Total Net Assets BOY | 7749 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3963 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7749 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3963 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 7749 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -3786 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 3963 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 3963 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 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 |
|---|---|---|---|---|---|---|---|
| DFA EMERGING MARKETS | D | 2002-12-10 | 2012-01-24 | 10077 | 10066 | 11 | 11 |
| DFA EMERGING MARKETS | D | 2002-12-10 | 2012-05-22 | 25911 | 25594 | 317 | 317 |
| DFA TAX-MANAGED US SMALL-CAP | D | 2003-01-21 | 2012-07-10 | 9874 | 10018 | -144 | -144 |
| DFA TAX-MANAGED US SMALL-CAP | D | 2003-01-21 | 2012-09-13 | 5132 | 5068 | 64 | 64 |
| DFA TAX-MANAGED US SMALL-CAP | D | 2003-01-21 | 2012-10-17 | 15360 | 15235 | 125 | 125 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 373 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 29300 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3610 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 8.116343 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 27282 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3426 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 7.963222 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23997 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2151 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 11.156206 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 7499 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3550 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 2.112394 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 935550 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 253527 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 3.690140 | DistributionRatioYear5 |
| Total Distribution Ratio | 33.038305 | TotalDistributionRatio |
| Average Distribution Ratio | 6.607661 | AverageDistributionRatio |
| Net Noncharitable Assets | 7206 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 47615 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 47619 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 69815 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 37 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 37 | TotalCreditsAndPayments |
| Overpayment | 33 | Overpayment |
| Amount Credited To Next Year | 33 | 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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | AL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | 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 Person Name | JACKSON THORNTON CO PC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3347937001 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 304 JAMESTOWN BLVD | AddressLine1 |
| City | DOTHAN | City |
| State | AL | State |
| ZIP Code | 36301 | 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 | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DR MARNIX E HEERSINK | ||||||||
| 1110 WHATLEY DRIVE | DOTHAN | AL | 36303 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| MARY M HEERSINK | ||||||||
| 1110 WHATLEY DRIVE | DOTHAN | AL | 36303 | VICE PRESIDENT | 5.00 | 0 | 0 | 0 |
| SEBASTIAN B HEERSINK | ||||||||
| 1110 WHATLEY DRIVE | DOTHAN | AL | 36303 | SECRETARY | 5.00 | 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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7316 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7316 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7316 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 110 | CashDeemedCharitable |
| Net Noncharitable Assets | 7206 | NetNoncharitableAssets |
| Minimum Investment Return | 360 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 360 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4 | TaxBasedOnInvestmentIncome |
| Total Tax | 4 | TotalTax |
| Distributable Amount Before Adj | 356 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 356 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 356 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 69815 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 69815 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 69811 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 356 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 924171 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 7323 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 23895 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 27111 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 29119 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1011619 | TotalExcessDistriCarryover |
| Qualifying Distributions | 69815 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 356 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 69459 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1081078 | 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 | 924171 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 156907 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 7323 | ExcessFromYear4 |
| Excess From Year3 | 23895 | ExcessFromYear3 |
| Excess From Year2 | 27111 | ExcessFromYear2 |
| Excess From Year1 | 29119 | ExcessFromYear1 |
| Excess From Current Year | 69459 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DR MARNIX E HEERSINK | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BEADS FOR EDUCATION | |||||||
| 5501 VENTNOR AVENUE | VENTNOR | NJ | 08406 | NONE | NONPROFIT | GENERAL FUND | $25,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 6801 WEST MAIN STREET | DOTHAN | AL | 36305 | NONE | NONPROFIT | GENERAL FUND | $2,000 |
| CULTURAL ARTS CENTER | |||||||
| 909 SOUTH SAINT ANDREWS STREET | DOTHAN | AL | 36301 | NONE | NONPROFIT | GENERAL FUND | $100 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | NONE | NONPROFIT | GENERAL FUND | $400 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 1380 WEST MAIN STREET | DOTHAN | AL | 36301 | NONE | NONPROFIT | GENERAL FUND | $6,000 |
| HOUSTON ACADEMY | |||||||
| 901 BUENA VISTA DRIVE | DOTHAN | AL | 36303 | NONE | NONPROFIT | EDUCATION | $10,815 |
| HOUSTON-LOVE MEMORIAL LIBRARY | |||||||
| 212 W BURDESHAW ST | DOTHAN | AL | 36303 | NONE | NONPROFIT | GENERAL FUND | $10,000 |
| SAMC FOUNDATION | |||||||
| 1922 FAIRVIEW AVE | DOTHAN | AL | 36301 | NONE | NONPROFIT | GENERAL FUND | $2,000 |
| STOP FOODBORNE ILLNESS | |||||||
| 3759 N RAVENSWOOD SUITE 224 | CHICAGO | IL | 60613 | NONE | NONPROFIT | GENERAL FUND | $10,000 |
| WIREGRASS UNITED WAY | |||||||
| 304 N FOSTER STREET | DOTHAN | AL | 36302 | NONE | NONPROFIT | GENERAL FUND | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 69815 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 373 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 373 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 373 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumber |
| Relationship Statement | USED FOR THE SUPPORT OF AN EDUCATION FOUNDATION | RelationshipStatement |
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 (5 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|
| HOLCAN INVESTMENTS LLC | ||||||
| 1 | 2800 ROSS CLARK CIRCLE SW | DOTHAN | AL | 36301 | 10066 | X |
| HOLCAN INVESTMENTS LLC | ||||||
| 2 | 2800 ROSS CLARK CIRCLE SW | DOTHAN | AL | 36301 | 25594 | X |
| HOLCAN INVESTMENTS LLC | ||||||
| 3 | 2800 ROSS CLARK CIRCLE SW | DOTHAN | AL | 36301 | 10018 | X |
| HOLCAN INVESTMENTS LLC | ||||||
| 4 | 2800 ROSS CLARK CIRCLE SW | DOTHAN | AL | 36301 | 5068 | X |
| HOLCAN INVESTMENTS LLC | ||||||
| 5 | 2800 ROSS CLARK CIRCLE SW | DOTHAN | AL | 36301 | 15235 | X |
Noncash Property NoncashProperty (5 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 390 SHARES OF DFA EMERGING MARKETS | 10066 | 2012-01-23 |
| 2 | 1,087.71 SHARES OF DFA EMERGING MARKETS | 25594 | 2012-05-21 |
| 3 | 415 SHARES OF DFA TAX-MANAGED US SMALL-CAP | 10018 | 2012-07-09 |
| 4 | 200 SHARES OF DFA TAX-MANAGED US SMALL-CAP | 5068 | 2012-09-11 |
| 5 | 601 SHARES OF DFA TAX-MANAGED US SMALL-CAP | 15235 | 2012-10-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $325 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |