HENRY JANSSEN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HENRY JANSSEN FOUNDATION (EIN 20-1812511)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-09-25
- IRS object ID
- 201342689349100404
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-25T13:51:00-05:00 | 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 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 N 2ND STREET SUITE 1100 | AddressLine1 |
| City | HARRISBURG | City |
| State | PA | State |
| ZIP Code | 17101 | 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 | 201812511 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Henry Janssen Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DAVID F RICK | InCareOfName |
| Name Control | HENR | NameControl |
| Phone | 6106782426 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 WESTVIEW DRIVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 19610 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELSA M HOPPMAN | Name |
| Title | PRESIDENT | Title |
| Phone | 6106782426 | Phone |
| Date Signed | 2013-03-25 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PRICEWATERHOUSECOOPERS LLP | Name |
| Phone | 7172315900 | Phone |
| 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 | 10305307 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 234819 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 234819 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 76860 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 112320 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 77786 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 256 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | 256 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 311935 | TotalRevenueAndExpenses |
| Total Net Investment Income | 312605 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 256 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 25300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 15150 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 10150 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2052 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2052 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 25261 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15157 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10104 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 52613 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 32359 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 20254 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 536500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 536500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 589113 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 32359 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 556754 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -277178 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 280246 | NetInvestmentIncome |
| Adjusted Net Income | 256 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1639081 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1166762 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1166762 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 8025955 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8466028 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 8466028 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 415595 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 653346 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 653346 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | 15602 | OtherAssetsBOY |
| Other Assets EOY | 19171 | OtherAssetsEOY |
| Other Assets EOYFMV | 19171 | OtherAssetsEOYFMV |
| Total Assets BOY | 10096233 | TotalAssetsBOY |
| Total Assets EOY | 10305307 | TotalAssetsEOY |
| Total Assets EOYFMV | 10305307 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 19250 | AccountsPayableBOY |
| Accounts Payable EOY | 19900 | AccountsPayableEOY |
| Total Liabilities BOY | 19250 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19900 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 10076983 | UnrestrictedBOY |
| Unrestricted EOY | 10285407 | UnrestrictedEOY |
| Total Net Assets BOY | 10076983 | TotalNetAssetsBOY |
| Total Net Assets EOY | 10285407 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 10096233 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 10305307 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 10076983 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -277178 | ExcessOfRevenueOverExpenses |
| Other Increases | 485602 | OtherIncreases |
| Subtotal | 10285407 | Subtotal |
| Total Net Assets Fund Balances EOY | 10285407 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|
| .0000 APPLE COMPUTER INC COM | 2012-10-23 | 179 | 179 | 179 | ||
| .0000 BANK AMER CORP COM | 2012-11-30 | 27 | 27 | 27 | ||
| 3000 PEABODY ENERGY CORP COM | 2012-01-23 | 112115 | 77580 | 77580 | 2004-05-26 | 34535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 77786 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 541029 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 10666144 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050724 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 410591 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9689350 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.042375 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 506003 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 8758981 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05777 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 549980 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 11179389 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049196 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 473495 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 12128160 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039041 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.239106 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047821 | AverageDistributionRatio |
| Net Noncharitable Assets | 10318691 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 493450 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2802 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 496252 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 556754 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2802 | InvestmentIncomeExciseTax |
| Subtotal | 2802 | Subtotal |
| Tax Based On Investment Income | 2802 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6528 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6528 | TotalCreditsAndPayments |
| Overpayment | 3726 | Overpayment |
| Amount Credited To Next Year | 3726 | 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 | DE | StatesFiledWith |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID F RICK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6106782426 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 WESTVIEW DRIVE | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 19610 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ELSA M HOPPMAN | ||||||
| 265O WESTVIEW DR | WYOMISSING | PA | 19610 | PRES. | 0 | 0 |
| NANCY M WISSINGER | ||||||
| 265O WESTVIEW DR | WYOMISSING | PA | 19610 | VICE PRES. & TREAS. | 0 | 0 |
| JANE M ROHRBACH | ||||||
| 265O WESTVIEW DR | WYOMISSING | PA | 19610 | SECRETARY | 0 | 0 |
| DAVID F RICK | ||||||
| 265O WESTVIEW DR | WYOMISSING | PA | 19610 | ASST. TREAS. | 0 | 0 |
| DIANE L BECK | ||||||
| 265O WESTVIEW DR | WYOMISSING | PA | 19610 | ASST. SECRETARY | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 10475828 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 10475828 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 10475828 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 157137 | CashDeemedCharitable |
| Net Noncharitable Assets | 10318691 | NetNoncharitableAssets |
| Minimum Investment Return | 515935 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 515935 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2802 | TaxBasedOnInvestmentIncome |
| Total Tax | 2802 | TotalTax |
| Distributable Amount Before Adj | 513133 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 513133 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 513133 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 556754 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 556754 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2802 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 553952 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 513133 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 317795 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 556754 | QualifyingDistributions |
| Applied To Year1 | 317795 | AppliedToYear1 |
| Applied To Current Year | 238959 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 274174 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE OF CONTRIBUTIONS | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2650 WESTVIEW DRIVE | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 19610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Grant Or Contribution | TO SUPPORT ACTIVITIES OF CHARITABLE ORGS. | PurposeOfGrantOrContribution |
| Amount | $536,500 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 536500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 234819 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 77786 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Related Or Exempt Function Income | 256 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 312861 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 312861 | 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 | 4&6 | LineNumber |
| Relationship Statement | THE FOUNDATION INVESTS FUNDS IN VARIOUS FINANCIAL INSTRUMENTS TO GENERATE INCOME WHICH IS DISTRIBUTED TO APPROVED CHARITABLE ORGANIZATIONS. | RelationshipStatement |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| AUDITING EXPENSE | $20,300 | 10150 | 10150 |
| TRUST CUSTODIAN FEE | $5,000 | 5000 |
Depreciation Schedule DepreciationSchedule
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MANAGEMENT EXPENSE | Description |
| Revenue And Expenses Per Books | 25261 | RevenueAndExpensesPerBooks |
| Net Investment Income | 15157 | NetInvestmentIncome |
| Disbursements Charitable Prps | 10104 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous Income | Description |
| Revenue And Expenses Per Books | 256 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 256 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN NET UNREALIZED G/L ON | Description |
| Amount | $485,602 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAX | $2,052 | 2052 |
| FEDERAL TAX | $0 | 0 |