PRISM: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PRISM (EIN 68-0573199)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201343199349100014
- Schema version
- 2012v2.3
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T07:53:33-06:00 | 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 | KERBY & KERBY PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1040 | AddressLine1 |
| City | MC KINNEY | City |
| State | TX | State |
| ZIP Code | 750701040 | 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 | 680573199 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRISM FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRIS | NameControl |
| Phone | 9725480771 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6831 COTTAGE HILL LANE | AddressLine1 |
| City | CELINA | City |
| State | TX | State |
| ZIP Code | 75009 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATTI CHURNER | Name |
| Title | PRESIDENT | Title |
| Phone | 9725480771 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FRANK KERBY | Name |
| Phone | 9725421233 | Phone |
| Date Prepared | 2013-11-14 | DatePrepared |
| 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 | 807326 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 6460 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 12750 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 12750 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 12750 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 3170 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3170 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 3170 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -1429 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 100000 | GrossSalesPrice |
| Total Revenue And Expenses | 20951 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15920 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 15920 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1375 | AccountingFeesRevAndExpnss |
| Accounting Fees Dsbrs Chrtbl Prps | 1375 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 429 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 429 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 429 | TaxesAdjNetIncm |
| Trav Conf Meeting Rev And Expnss | 9198 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 9198 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1926 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 1926 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 12928 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 429 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 429 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12499 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 77537 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 77537 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 90465 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 429 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 429 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 90036 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -69514 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15491 | NetInvestmentIncome |
| Adjusted Net Income | 15491 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 448712 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 480627 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 480627 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Bonds BOY | 427069 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 325640 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 326699 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 5000 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 5000 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 875781 | TotalAssetsBOY |
| Total Assets EOY | 806267 | TotalAssetsEOY |
| Total Assets EOYFMV | 807326 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 875781 | UnrestrictedBOY |
| Unrestricted EOY | 806267 | UnrestrictedEOY |
| Total Net Assets BOY | 875781 | TotalNetAssetsBOY |
| Total Net Assets EOY | 806267 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 875781 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 806267 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 875781 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -69514 | ExcessOfRevenueOverExpenses |
| Subtotal | 806267 | Subtotal |
| Total Net Assets Fund Balances EOY | 806267 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 116331 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 958532 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.121364 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.121364 | TotalDistributionRatio |
| Average Distribution Ratio | 0.121364 | AverageDistributionRatio |
| Net Noncharitable Assets | 458029 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 55588 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 155 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55743 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 90036 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 155 | InvestmentIncomeExciseTax |
| Subtotal | 155 | Subtotal |
| Tax Based On Investment Income | 155 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 71 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 71 | TotalCreditsAndPayments |
| Tax Due | 84 | TaxDue |
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 |
| 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 Person Name | PATTI CHURNER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9725480771 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6831 COTTAGE HILL LANE | AddressLine1 |
| City | CELINA | City |
| State | TX | State |
| ZIP Code | 75009 | 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 |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RUDOLF CHURNER | ||||||||
| 1501 REDBUD | MCKINNEY | TX | 75069 | TREASURER | 2.00 | 0 | 0 | 0 |
| PATTI B CHURNER | ||||||||
| 1501 REDBUD | MCKINNEY | TX | 75069 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| RACHEL CHURNER | ||||||||
| 1501 REDBUD | MCKINNEY | TX | 75069 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| LEAH CHURNER | ||||||||
| 1501 REDBUD | MCKINNEY | TX | 75069 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
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 | 4 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 465000 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 465004 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 465004 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 6975 | CashDeemedCharitable |
| Net Noncharitable Assets | 458029 | NetNoncharitableAssets |
| Minimum Investment Return | 22901 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 22901 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 155 | TaxBasedOnInvestmentIncome |
| Total Tax | 155 | TotalTax |
| Distributable Amount Before Adj | 22746 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 22746 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 22746 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 90036 | ExpensesAndContributions |
| Qualifying Distributions | 90036 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 155 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 89881 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 22746 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 120829 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 108687 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 85948 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 116696 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 68833 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 500993 | TotalExcessDistriCarryover |
| Qualifying Distributions | 90036 | QualifyingDistributions |
| Applied To Current Year | 22746 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 67290 | RemainingDistriFromCorpus |
| Total Corpus | 568283 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 120829 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 447454 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 108687 | ExcessFromYear4 |
| Excess From Year3 | 85948 | ExcessFromYear3 |
| Excess From Year2 | 116696 | ExcessFromYear2 |
| Excess From Year1 | 68833 | ExcessFromYear1 |
| Excess From Current Year | 67290 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RUDOLF CHURNER | ContributingManager |
| Contributing Manager | PATTI B CHURNER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASOCIACION SAKOMBAL POKON | |||||||||||
| ALDEA NISNIC 16003 | SAN CRISTOBAL | VERAPAZ | GT | NONE | MEDICAL TREATMENTS | $17,942 | |||||
| MCKINNEY EDUCATION FOUNDATION | |||||||||||
| NONE | SCHOLARSHIPS | $11,550 | 1 DUVALL | MCKINNEY | TX | 75069 | |||||
| AMERICAN CANCER SOCIETY | |||||||||||
| NONE | RESEARCH | $50 | 8900 JOHN CARPENTER | DALLAS | TX | 75247 | |||||
| BAYLOR HEALTH CARE SYSTEM FOUNDATIO | |||||||||||
| NONE | HEALT CARE | $25,000 | 3500 GASTON AVE | DALLAS | TX | 75246 | |||||
| COMMUNITIES IN SCHOOLS | |||||||||||
| NONE | EDUCATION | $5,000 | 8700 N STEMMONS | DALLAS | TX | 75247 | |||||
| RETINA FOUNDATION | |||||||||||
| NONE | RESEARCH | $100 | 9900 N CENTRAL EXP STE 40 | DALLAS | TX | 75231 | |||||
| FIRST UNITED METHODIST CHURCH | |||||||||||
| NONE | CONSTRUCTION | $11,000 | 315 N CHURCH | MCKINNEY | TX | 75069 | |||||
| HEARD-CRAIG CENTER FOR THE ARTS | |||||||||||
| NONE | MAINTENANCE | $250 | 205 W HUNT STREET | MCKINNEY | TX | 75069 | |||||
| MCKINNEY SUMMER MUSICALS | |||||||||||
| NONE | SUPPORT | $500 | 2600 BUNKER HILL | MCKINNEY | TX | 75070 | |||||
| TRINITY PRESBYTERIAN CHURCH | |||||||||||
| NONE | SUPPORT | $100 | 5871 VIRGINIA PKWY | MCKINNEY | TX | 75071 | |||||
| MCKINNEY MORNING PRIDE LION | |||||||||||
| NONE | SUPPORT | $1,000 | 6100 ELDORADO PKWY | MCKINNEY | TX | 75070 | |||||
| PROJECT ACCESS COLLIN COUNTY | |||||||||||
| NONE | SUPPORT | $300 | 6101 FRISCO SQUARE BLVD | FRISCO | TX | 75034 | |||||
| NT CONF OF UNITED METHODIST CHURC | |||||||||||
| NONE | SUPPORT | $150 | 3624 LONG PRAIRIE RD | FLOWER MOUND | TX | 75022 | STE 100 | ||||
| VETERANS OF FOREIGN WARS | |||||||||||
| NONE | SUPPORT | $200 | POBOX 572 | MCKINNEY | TX | 75070 | |||||
| HOLY FAMILY SCHOOL | |||||||||||
| NONE | EDUCATION | $850 | 500 THROCKMORTON ST | MCKINNEY | TX | 75069 | |||||
| UNITED METHODIST WOMEN | |||||||||||
| NONE | SUPPORT | $70 | 500 MAPLELAWN DRIVE | PLANO | TX | 75075 | |||||
| WHITNEY MUSEUM OF AMERICAN ART | |||||||||||
| NONE | SUPPORT | $500 | 945 MADISON AVENUE AT 75T | NEW YORK | NY | 10021 | |||||
| SCULPTURE CENTER | |||||||||||
| NONE | SUPPORT | $450 | 44-19 PURVES ST | LONG ISLAND | NY | 11101 | |||||
| ARTTABLE INC | |||||||||||
| NONE | SUPPORT | $350 | 137 VARICK ST STE 402 | NEW YORK | NY | 10013 | |||||
| STAR CHILDRENS CHARITY | |||||||||||
| NONE | SUPPORT | $150 | 14785 PRESTON RD | DALLAS | TX | 75254 | |||||
| THE DRAWING CENTER | |||||||||||
| NONE | SUPPORT | $350 | 35 WOOSTER ST | NEW YORK | NY | 10013 | |||||
| THE MUSEUM OF MODERN ART | |||||||||||
| NONE | SUPPORT | $760 | 11 W 53RD ST | NEW YORK | NY | 10019 | |||||
| TREVOR PROJECT | |||||||||||
| NONE | SUPPORT | $50 | 8704 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | |||||
| ANTHOLOGY FILM ARCHIVES | |||||||||||
| NONE | SUPPORT | $300 | 32 SECOND AVE | NEW YORK | NY | 10003 | |||||
| FUMC | |||||||||||
| NONE | SUPPORT | $565 | 315 N CHURCH DT | MCKINNEY | TX | 75069 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 77537 | 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 | 12750 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 3170 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -1429 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 14491 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 14491 | 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 | INTEREST EARNED SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
| 4 | DIVIDEND INCOME SUPPORTS THE DAILY OPERATIONS OF THE FOUNDATION BY ALLOWING ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
| 8 | MARKETABLE SECURITIES WERE SOLD AND A LOSS REALIZED SO THAT INVESTMENTS COULD BE REPOSITIONED TO PROVIDE A GREATER RATE OF RETURN TO THE FOUNDATION. THIS WILL ALLOW ADDITIONAL MONEY TO BE AVAILABLE FOR GRANTS TO WORTHY DONEES. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,375 | Amount |
| Disbursements Charitable Prps | 1375 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| RUDOLF CHURNER |
| PATTI B CHURNER |
| RACHEL CHURNER |
| LEAH CHURNER |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (2 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| AMER EXP CENTURION REDEMPTION | 2009-06 | PURCHASE | 2012-10 | 50000 | 50766 | -766 |
| MERRILL LYNCH & CO INC REDEMPTION | 2009-06 | PURCHASE | 2012-08 | 50000 | 50663 | -663 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (6 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MERRILL LYNCH MID TERM | ||
| AM EXP CENTURION | ||
| JP MORGAN CHASE | 50917 | 50000 |
| LEXMARK INTL | 51125 | 50789 |
| PRUDENTIAL FIN MED TERM | 23833 | 25498 |
| ISHARES | 199765 | 200412 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MEDICAL EQUIPMENT | CategoryOrItem |
| Cost Or Other Basis | 5000 | CostOrOtherBasis |
| Accumulated Depreciation | 5000 | AccumulatedDepreciation |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | ||
| FUNDRAISING EXPENSES | 1926 | 1926 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2011 990-PF | Category |
| Amount | $429 | Amount |
| Net Investment Income | 429 | NetInvestmentIncome |
| Adjusted Net Income | 429 | AdjustedNetIncome |