MARK E SMITH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARK E SMITH FOUNDATION (EIN 26-3443305)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-24
- IRS object ID
- 201341769349100404
- Schema version
- 2012v2.2
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-06-24T12:40:42-00:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUDMILA SMITH CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263443305 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK E SMITH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARK | NameControl |
| Phone | 7753135818 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK E SMITH | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LUDMILA SMITH | Name |
| Phone | 7756366601 | Phone |
| Date Prepared | 2013-05-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 656754 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 16795 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 37 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 37 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 14314 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 14314 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2308 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 2308 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 33454 | TotalRevenueAndExpenses |
| Total Net Investment Income | 16659 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 9870 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3117 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 3107 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2906 | TaxesNetInvstIncm |
| Deprec And Depletion Rev And Expnss | 2063 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 2063 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 9105 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 24145 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8086 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 34410 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 34410 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 58555 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8086 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 34410 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -25101 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 8573 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 110295 | CashBOY |
| Cash EOY | 1456 | CashEOY |
| Cash EOYFMV | 1456 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 125007 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5684 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 88324 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 82640 | AccountsReceivable |
| Accounts Receivable BOY | 82640 | AccountsReceivableBOY |
| Accounts Receivable EOY | 82640 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 82640 | AccountsReceivableEOYFMV |
| Investments Corp Stock EOY | 196067 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 231826 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds EOY | 14423 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 14493 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 324780 | InvestmentsOtherBOY |
| Investments Other EOY | 317351 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 238015 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 642722 | TotalAssetsBOY |
| Total Assets EOY | 617621 | TotalAssetsEOY |
| Total Assets EOYFMV | 656754 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 642722 | UnrestrictedBOY |
| Unrestricted EOY | 617621 | UnrestrictedEOY |
| Retained Earnings BOY | 642722 | RetainedEarningsBOY |
| Retained Earnings EOY | 617621 | RetainedEarningsEOY |
| Total Net Assets BOY | 642722 | TotalNetAssetsBOY |
| Total Net Assets EOY | 617621 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 642722 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 617621 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 642722 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -25101 | ExcessOfRevenueOverExpenses |
| Subtotal | 617621 | Subtotal |
| Total Net Assets Fund Balances EOY | 617621 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 33110 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 354731 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.093338 | DistributionRatioYear1 |
| Total Distribution Ratio | 000.093338 | TotalDistributionRatio |
| Average Distribution Ratio | 000.093338 | AverageDistributionRatio |
| Net Noncharitable Assets | 591303 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 55191 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 86 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55277 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 34410 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 171 | InvestmentIncomeExciseTax |
| Subtotal | 171 | Subtotal |
| Tax Based On Investment Income | 171 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 94 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 300 | TaxPaidWithExtension |
| Total Credits And Payments | 394 | TotalCreditsAndPayments |
| Tax Paid Original Return | 394 | TaxPaidOriginalReturn |
| Overpayment | 223 | Overpayment |
| Amount Credited To Next Year | 223 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NV | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARK SMITH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7753135818 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| 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 Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 243118 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 36537 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 320653 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 600308 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 600308 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 9005 | CashDeemedCharitable |
| Net Noncharitable Assets | 591303 | NetNoncharitableAssets |
| Minimum Investment Return | 29565 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 29565 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 171 | TaxBasedOnInvestmentIncome |
| Total Tax | 171 | TotalTax |
| Distributable Amount Before Adj | 29394 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 29394 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 29394 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 34410 | ExpensesAndContributions |
| Qualifying Distributions | 34410 | QualifyingDistributions |
| Adj Qualifying Distributions | 34410 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 29394 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 16113 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 34392 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 50505 | TotalExcessDistriCarryover |
| Qualifying Distributions | 34410 | QualifyingDistributions |
| Applied To Current Year | 29394 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 6001 | RemainingDistriFromCorpus |
| Total Corpus | 56506 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 56506 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 16113 | ExcessFromYear2 |
| Excess From Year1 | 34392 | ExcessFromYear1 |
| Excess From Current Year | 6001 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARK SMITH | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| 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 |
|---|---|---|---|---|---|---|---|
| ELEARNING CAFE | |||||||
| 930 TAHOE BLCD 103 | INCLINE VILLAGE | NV | 89451 | NONE | 501C3 | TO PROVIDE FUNDS FOR OPERATIONS TO PROMOTE AFFORDABLE EDUCATION | $1,465 |
| BEAR LEAGUE | |||||||
| 4875 WEST LAKE BLVD | HOMEWOOD | CA | 96141 | NONE | 501C3 | TO SUPPORT EFFORT OF BEAR PROTECTION | $1,000 |
| INCLINE HIGH SCHOOL - WE THE PEOPLE | |||||||
| 499 VILLAGE BLVD | INCLINE VILLAGE | NV | 89451 | NONE | 501C3 | TO PROVIDE FUNDS FOR EXTRACURRICULAR ACTIVITIES | $16,330 |
| PROJECT MANA | |||||||
| 948 LINCILE WAY | INCLINE VILLAGE | NV | 89451 | NONE | 501C3 | TO PROVIDE FUNDS FOR FOOD PURCHASES TO FEED THE HUNGRY | $2,000 |
| WILDEARTH GUARDIANS | |||||||
| 516 ALTO STREET | SANTA FE | NM | 87501 | NONE | 501C3 | TO SUPPORT EFFORT TO RESTORE WILDLIFE IN THE WEST | $1,000 |
| RED WHITE & TAHOE BLUE | |||||||
| PO BOX 3789 | INCLINE VILLAGE | NV | 89450 | NONE | 501C3 | TO PROVIDE FUNDS TOWARDS JULY 4TH ACTIVITIES | $100 |
| ROTARY CLUB | |||||||
| PO BOX 74 | NEVADA CITY | CA | 95959 | NONE | 501C3 | TO SUPPORT LOCAL CHAPTER ACTIVITIES | $60 |
| NOBEARHUNTNVORG | |||||||
| PO BOX 394 | ZEPHR COVE | NV | 89448 | NONE | 501C3 | TO SUPPORT EFFORT OF BEAR PROTECTION | $10,455 |
| LAKE TAHOE WILDLIFE CARE | |||||||
| 1485 CHERRY HILLS CIRCLE | SOUTH LAKE TAHOE | CA | 96150 | NONE | 501C3 | TO SUPPORT EFFORT TO PRESERVE AND RESTORE WILDLIFE IN TAHOE AREA | $1,000 |
| ALLEGHANY FIRE DEPARTMENT | |||||||
| 105 PLAZA CT | ALEGHANY | CA | 95910 | NONE | 501C3 | TO PROVIDE FUNDS FOR DEPARTMENT OPERATIONS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 34410 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 37 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14314 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME FROM PASS-THROUGH ENTITIES | Description |
| Related Or Exempt Function Income | 2308 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 16659 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 16659 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | ALL THE INVESTMENT INCOME EARNED WAS UTILIZED FOR GRANTS, SCHOLARSHIPS AND DONATIONS PAID OUT. |
| 4 | SAME AS FOR LINE 3 |
| 11 | SAME AS FOR LINE 3 |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RICHARD AND LINDA OFFERDAHL | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 593 LARIAT CIRCLE | AddressLine1 |
| City | INCLINE VILLAGE | City |
| State | NV | State |
| ZIP Code | 89451 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Charitable Contributions CharitableContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Purpose Of Gift | TO COVER FUNDRAISING EXPENSES | PurposeOfGift |
| Use Of Gift | FOR FUNDRAISING EXPENSES | UseOfGift |
Transferee Name Business TransfereeNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LE BISTRO RESTAURANT | BusinessNameLine1 |
Transferee Address US TransfereeAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Country Club Dr 29 | AddressLine1 |
| City | INCLINE VILLAGE | City |
| State | NV | State |
| ZIP Code | 89451 | ZIPCode |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | OIL AND GAS DEPLETION | DescriptionOfProperty |
| Current Year Expense | 2063 | CurrentYearExpense |
| Net Investment Income | 2063 | NetInvestmentIncome |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | DEAN WITTER DISCOVER DEBENTURES 6.75 2016-01-01 | NameOfBond |
| EOY Book Value | 14423 | EOYBookValue |
| EOYFMV | 14493 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | 70 shares of AUSENCO LTD | NameOfStock |
| EOY Book Value | 196067 | EOYBookValue |
| EOYFMV | 231826 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (11 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORAL 14 | 29703 | 22277 |
| CORAL 15 | 33273 | 24955 |
| CORAL 16 | 9906 | 7430 |
| CORAL 18 | 32720 | 24540 |
| CORAL 20 | 8944 | 6708 |
| CORAL 21 | 37330 | 27998 |
| CORAL 22 | 38969 | 29227 |
| CORAL 23 | 9893 | 7420 |
| CORAL 25 | 51188 | 38391 |
| CORAL 28 | 19625 | 14719 |
| CORAL 34 | 45800 | 34350 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks |
|---|---|
| AUTOMOTIVE EXPENSES | 38 |
| BANK FEE | 10 |
| BOOKS PUBLICATIONS | 109 |
| SUPPLIES - FIELD | 69 |
| FUNDRAISING | 7955 |
| INTERNET COMPUTER SERVICES | 78 |
| POSTAGE SHIPPING | 83 |
| SUPPLIES - OFFICE | 87 |
| REGISTRATION AND FILING FEE | 200 |
| MISCELLANEOUS | 461 |
| DUES | 15 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| CORAL 14 JOINT VENTURE, EIN 56-2520551 | -649 | -649 |
| CORAL 15 JOINT VENTURE, EIN 38-3729232 | 443 | 443 |
| CORAL 16 JOINT VENTURE, EIN 76-0817231 | -16 | -16 |
| CORAL 18 JOINT VENTURE, EIN 37-1517117 | 56 | 56 |
| CORAL 20 JOINT VENTURE, EIN 76-0817232 | 104 | 104 |
| CORAL 21 JOINT VENTURE, EIN 76-0817233 | 61 | 61 |
| CORAL 22 JOINT VENTURE, EIN 76-0817238 | 2321 | 2321 |
| CORAL 23 JOINT VENTURE, EIN 76-1770051 | 16 | 16 |
| CORAL 25 JOINT VENTURE, EIN 56-2618694 | -43 | -43 |
| CORAL 28 JOINT VENTURE, EIN 30-0388778 | 221 | 221 |
| CORAL 34 JOINT VENTURE, EIN 80-0159641 | -206 | -206 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TAX PREPARATION FEE - 2011 | $2,380 | |
| CONSULTING FEE | $3,600 | |
| BOOKKEEPING | $773 | |
| BROKERS FEES | $3,117 | 3117 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | RICHARD AND LINDA OFFERDAHL | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 593 Lariat Circle | AddressLine1 |
| City | INCLINE VILLAGE | City |
| State | NV | State |
| ZIP Code | 89451 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TAX ON INVESTMENT INCOME | $2,906 | 2906 |
| OTHER TAXES | $201 |